Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$674K Buy
4,415
+844
+24% +$129K 0.01% 1412
2023
Q4
$515K Buy
3,571
+263
+8% +$37.9K 0.01% 1108
2023
Q3
$506K Buy
3,308
+425
+15% +$65K 0.01% 1066
2023
Q2
$392K Sell
2,883
-23
-0.8% -$3.13K 0.01% 1169
2023
Q1
$385K Sell
2,906
-41
-1% -$5.43K 0.01% 1153
2022
Q4
$418K Buy
2,947
+360
+14% +$51.1K 0.01% 1065
2022
Q3
$282K Buy
2,587
+192
+8% +$20.9K 0.01% 999
2022
Q2
$254K Buy
2,395
+235
+11% +$24.9K 0.01% 1118
2022
Q1
$231K Buy
+2,160
New +$231K ﹤0.01% 1240