Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.27M Buy
42,892
+2,951
+7% +$156K 0.06% 170
2023
Q4
$1.74M Sell
39,941
-362
-0.9% -$15.8K 0.04% 282
2023
Q3
$1.78M Buy
40,303
+699
+2% +$30.9K 0.04% 269
2023
Q2
$1.77M Buy
39,604
+838
+2% +$37.5K 0.04% 232
2023
Q1
$1.72M Buy
38,766
+3,848
+11% +$171K 0.04% 235
2022
Q4
$1.45M Buy
34,918
+25,535
+272% +$1.06M 0.03% 246
2022
Q3
$345K Sell
9,383
-1,075
-10% -$39.5K 0.01% 440
2022
Q2
$436K Buy
+10,458
New +$436K 0.01% 353
2022
Q1
Sell
-10,399
Closed -$692K 371
2021
Q4
$692K Buy
+10,399
New +$692K 0.03% 248