Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.85M Buy
139,667
+730
+0.5% +$9.7K 0.05% 192
2023
Q4
$1.69M Buy
138,937
+5,156
+4% +$62.9K 0.03% 286
2023
Q3
$1.66M Buy
133,781
+463
+0.3% +$5.75K 0.04% 279
2023
Q2
$2.02M Buy
133,318
+102
+0.1% +$1.54K 0.05% 211
2023
Q1
$1.68M Buy
133,216
+2,492
+2% +$31.4K 0.04% 238
2022
Q4
$1.52M Sell
130,724
-6,443
-5% -$74.9K 0.04% 234
2022
Q3
$1.54M Sell
137,167
-415
-0.3% -$4.65K 0.03% 279
2022
Q2
$1.53M Buy
137,582
+14,420
+12% +$160K 0.04% 222
2022
Q1
$2.56M Sell
123,162
-32,301
-21% -$671K 0.08% 145
2021
Q4
$3.23M Buy
+155,463
New +$3.23M 0.13% 101