Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$523K Sell
6,962
-145
-2% -$10.9K 0.36% 62
2024
Q2
$517K Buy
7,107
+98
+1% +$7.12K 0.37% 54
2024
Q1
$540K Sell
7,009
-269
-4% -$20.7K 0.41% 46
2023
Q4
$448K Sell
7,278
-510
-7% -$31.4K 0.36% 47
2023
Q3
$402K Sell
7,788
-1,254
-14% -$64.7K 0.34% 58
2023
Q2
$290K Buy
9,042
+6,814
+306% +$219K 0.16% 68
2023
Q1
$119K Sell
2,228
-6,875
-76% -$367K 0.1% 81
2022
Q4
$220K Buy
+9,103
New +$220K 0.15% 50