Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$171K Sell
3,465
-44
-1% -$2.17K 0.15% 114
2024
Q3
$158K Sell
3,509
-31,613
-90% -$1.42M 0.12% 153
2024
Q2
$1.53M Sell
35,122
-248
-0.7% -$10.8K 0.12% 144
2024
Q1
$1.39M Sell
35,370
-40
-0.1% -$1.57K 0.12% 154
2023
Q4
$1.44M Buy
35,410
+2,410
+7% +$97.7K 0.14% 144
2023
Q3
$1.3M Buy
33,000
+7,225
+28% +$285K 0.14% 145
2023
Q2
$1.02M Buy
+25,775
New +$1.02M 0.1% 169