Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.52M Buy
684,547
+198,470
+41% +$441K 0.01% 950
2023
Q4
$1.42M Sell
486,077
-173,567
-26% -$507K 0.02% 630
2023
Q3
$712K Sell
659,644
-58,748
-8% -$63.4K 0.01% 879
2023
Q2
$1.06M Buy
718,392
+40,249
+6% +$59.6K 0.02% 684
2023
Q1
$646K Sell
678,143
-23,000
-3% -$21.9K 0.01% 886
2022
Q4
$290K Buy
701,143
+47,277
+7% +$19.5K 0.01% 1257
2022
Q3
$685K Buy
653,866
+105,966
+19% +$111K 0.02% 650
2022
Q2
$612K Buy
547,900
+516,802
+1,662% +$577K 0.01% 755
2022
Q1
$117K Sell
31,098
-166,849
-84% -$628K ﹤0.01% 1345
2021
Q4
$1M Buy
197,947
+138,718
+234% +$701K 0.02% 602
2021
Q3
$251K Buy
+59,229
New +$251K ﹤0.01% 1196