Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$936K Buy
4,164
+1,455
+54% +$327K 0.01% 1193
2023
Q4
$596K Buy
2,709
+48
+2% +$10.6K 0.01% 1031
2023
Q3
$584K Sell
2,661
-66
-2% -$14.5K 0.01% 976
2023
Q2
$614K Sell
2,727
-79
-3% -$17.8K 0.01% 949
2023
Q1
$537K Sell
2,806
-680
-20% -$130K 0.01% 980
2022
Q4
$644K Buy
+3,486
New +$644K 0.01% 851