Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$767K Buy
4,329
+915
+27% +$162K 0.01% 1306
2023
Q4
$525K Buy
3,414
+1,251
+58% +$192K 0.01% 1098
2023
Q3
$302K Buy
2,163
+171
+9% +$23.9K ﹤0.01% 1314
2023
Q2
$294K Buy
1,992
+201
+11% +$29.7K ﹤0.01% 1323
2023
Q1
$272K Sell
1,791
-130
-7% -$19.8K ﹤0.01% 1333
2022
Q4
$260K Buy
1,921
+148
+8% +$20K ﹤0.01% 1314
2022
Q3
$207K Sell
1,773
-271
-13% -$31.6K 0.01% 1130
2022
Q2
$248K Buy
+2,044
New +$248K 0.01% 1125