Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$235K Hold
32,684
﹤0.01% 2871
2023
Q4
$415K Buy
32,684
+13,230
+68% +$168K ﹤0.01% 2803
2023
Q3
$291K Buy
19,454
+1,734
+10% +$25.9K ﹤0.01% 2938
2023
Q2
$260K Buy
17,720
+7,343
+71% +$108K ﹤0.01% 3030
2023
Q1
$179K Buy
10,377
+4
+0% +$69 ﹤0.01% 3122
2022
Q4
$168K Sell
10,373
-2,072
-17% -$33.6K ﹤0.01% 3215
2022
Q3
$232K Buy
12,445
+67
+0.5% +$1.25K ﹤0.01% 3168
2022
Q2
$180K Buy
+12,378
New +$180K ﹤0.01% 3350