Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$454K Buy
4,565
+1
+0% +$99 0.33% 45
2024
Q3
$518K Hold
4,564
0.4% 42
2024
Q2
$565K Buy
4,564
+1
+0% +$124 0.46% 39
2024
Q1
$602K Sell
4,563
-663
-13% -$87.5K 0.5% 40
2023
Q4
$570K Sell
5,226
-37
-0.7% -$4.03K 0.51% 39
2023
Q3
$542K Hold
5,263
0.51% 39
2023
Q2
$607K Buy
5,263
+79
+2% +$9.12K 0.55% 35
2023
Q1
$552K Sell
5,184
-28
-0.5% -$2.98K 0.52% 36
2022
Q4
$578K Sell
5,212
-108
-2% -$12K 0.58% 34
2022
Q3
$458K Sell
5,320
-21
-0.4% -$1.81K 0.52% 35
2022
Q2
$487K Sell
5,341
-335
-6% -$30.5K 0.54% 35
2022
Q1
$466K Hold
5,676
0.44% 45
2021
Q4
$435K Buy
+5,676
New +$435K 0.41% 45