Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$265K Buy
420
+21
+5% +$13.3K 0.23% 69
2024
Q3
$309K Sell
399
-3,481
-90% -$2.7M 0.23% 76
2024
Q2
$3.2M Buy
3,880
+44
+1% +$36.3K 0.26% 66
2024
Q1
$2.68M Buy
3,836
+406
+12% +$284K 0.24% 88
2023
Q4
$1.99M Buy
3,430
+101
+3% +$58.7K 0.19% 107
2023
Q3
$1.53M Buy
3,329
+390
+13% +$179K 0.16% 128
2023
Q2
$1.43M Buy
2,939
+341
+13% +$165K 0.14% 136
2023
Q1
$1.04M Buy
2,598
+587
+29% +$234K 0.13% 130
2022
Q4
$758K Buy
2,011
+1,081
+116% +$407K 0.1% 166
2022
Q3
$281K Buy
+930
New +$281K 0.04% 314