Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$4.88M Buy
72,842
+26,723
+58% +$1.79M 0.04% 473
2023
Q4
$3.03M Sell
46,119
-573
-1% -$37.7K 0.04% 389
2023
Q3
$3.01M Sell
46,692
-564
-1% -$36.3K 0.05% 357
2023
Q2
$2.85M Sell
47,256
-9,182
-16% -$554K 0.05% 367
2023
Q1
$3.25M Sell
56,438
-3,679
-6% -$212K 0.05% 324
2022
Q4
$3.42M Sell
60,117
-20,495
-25% -$1.17M 0.06% 308
2022
Q3
$4.01M Sell
80,612
-51
-0.1% -$2.54K 0.11% 200
2022
Q2
$4.22M Buy
80,663
+3,194
+4% +$167K 0.1% 211
2022
Q1
$4.26M Buy
+77,469
New +$4.26M 0.08% 250