Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$113K Sell
5,642
-1,672
-23% -$33.5K 0.04% 214
2024
Q3
$172K Sell
7,314
-182
-2% -$4.27K 0.05% 206
2024
Q2
$232K Sell
7,496
-1,661
-18% -$51.4K 0.07% 154
2024
Q1
$404K Sell
9,157
-982
-10% -$43.4K 0.13% 110
2023
Q4
$509K Buy
10,139
+678
+7% +$34.1K 0.19% 97
2023
Q3
$336K Buy
9,461
+725
+8% +$25.8K 0.13% 128
2023
Q2
$292K Buy
8,736
+3,100
+55% +$104K 0.11% 136
2023
Q1
$184K Buy
5,636
+3,299
+141% +$108K 0.08% 164
2022
Q4
$61.8K Buy
2,337
+22
+1% +$581 0.04% 158
2022
Q3
$59.7K Buy
2,315
+21
+0.9% +$541 0.04% 155
2022
Q2
$85.8K Buy
2,294
+14
+0.6% +$524 0.06% 140
2022
Q1
$113K Buy
+2,280
New +$113K 0.07% 131