Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$5.28M Buy
+7,563
New +$5.28M 0.2% 93
2023
Q4
Sell
-11
Closed -$5.05K 719
2023
Q3
$5.05K Buy
+11
New +$5.05K ﹤0.01% 626
2023
Q2
Sell
-28
Closed -$11.2K 729
2023
Q1
$11.2K Hold
28
﹤0.01% 620
2022
Q4
$11K Sell
28
-19
-40% -$7.46K ﹤0.01% 622
2022
Q3
$14K Buy
+47
New +$14K ﹤0.01% 600
2022
Q2
Sell
-193
Closed -$71K 905
2022
Q1
$71K Hold
193
﹤0.01% 480
2021
Q4
$83K Buy
+193
New +$83K ﹤0.01% 448