Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$799K Buy
9,178
+3,004
+49% +$262K 0.01% 1277
2023
Q4
$474K Buy
6,174
+2,285
+59% +$175K 0.01% 1155
2023
Q3
$275K Buy
3,889
+1,448
+59% +$102K ﹤0.01% 1362
2023
Q2
$204K Buy
+2,441
New +$204K ﹤0.01% 1499
2022
Q1
Sell
-1,818
Closed -$237K 1466
2021
Q4
$237K Buy
+1,818
New +$237K ﹤0.01% 1236