Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$924K Buy
84,409
+43,882
+108% +$481K 0.01% 1203
2023
Q4
$951K Sell
40,527
-9,696
-19% -$227K 0.01% 798
2023
Q3
$1.22M Buy
50,223
+28,805
+134% +$699K 0.02% 646
2023
Q2
$357K Buy
21,418
+2,914
+16% +$48.5K 0.01% 1214
2023
Q1
$286K Buy
18,504
+4,066
+28% +$62.9K ﹤0.01% 1311
2022
Q4
$266K Buy
14,438
+777
+6% +$14.3K ﹤0.01% 1299
2022
Q3
$450K Buy
13,661
+3,235
+31% +$107K 0.01% 820
2022
Q2
$268K Buy
10,426
+825
+9% +$21.2K 0.01% 1088
2022
Q1
$482K Buy
9,601
+3,860
+67% +$194K 0.01% 898
2021
Q4
$595K Buy
+5,741
New +$595K 0.01% 816