Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$382K Hold
94,559
﹤0.01% 2744
2023
Q4
$529K Buy
94,559
+16,759
+22% +$93.7K ﹤0.01% 2696
2023
Q3
$415K Sell
77,800
-2,072
-3% -$11K ﹤0.01% 2772
2023
Q2
$748K Buy
79,872
+17,369
+28% +$163K ﹤0.01% 2562
2023
Q1
$541K Sell
62,503
-5,699
-8% -$49.3K ﹤0.01% 2690
2022
Q4
$482K Buy
68,202
+13,074
+24% +$92.4K ﹤0.01% 2785
2022
Q3
$547K Buy
55,128
+3,022
+6% +$30K ﹤0.01% 2714
2022
Q2
$372K Buy
+52,106
New +$372K ﹤0.01% 3019