Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$685K Buy
44,500
+960
+2% +$14.8K ﹤0.01% 2482
2023
Q4
$516K Buy
43,540
+8,056
+23% +$95.5K ﹤0.01% 2705
2023
Q3
$330K Buy
35,484
+10,705
+43% +$99.6K ﹤0.01% 2888
2023
Q2
$258K Buy
24,779
+9,295
+60% +$96.9K ﹤0.01% 3033
2023
Q1
$128K Buy
+15,484
New +$128K ﹤0.01% 3163