Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$472K Sell
8,050
-954
-11% -$55.9K 0.15% 99
2024
Q3
$622K Buy
9,004
+326
+4% +$22.5K 0.17% 93
2024
Q2
$554K Buy
8,678
+3,867
+80% +$247K 0.17% 91
2024
Q1
$452K Sell
4,811
-54
-1% -$5.07K 0.14% 102
2023
Q4
$357K Buy
4,865
+583
+14% +$42.8K 0.13% 134
2023
Q3
$267K Buy
4,282
+191
+5% +$11.9K 0.1% 144
2023
Q2
$302K Buy
4,091
+153
+4% +$11.3K 0.12% 134
2023
Q1
$310K Sell
3,938
-672
-15% -$53K 0.13% 124
2022
Q4
$315K Buy
4,610
+87
+2% +$5.95K 0.19% 82
2022
Q3
$240K Sell
4,523
-326
-7% -$17.3K 0.17% 100
2022
Q2
$304K Buy
4,849
+115
+2% +$7.22K 0.2% 82
2022
Q1
$304K Buy
+4,734
New +$304K 0.18% 94