Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$964K Sell
122,328
-661
-0.5% -$5.21K ﹤0.01% 2289
2023
Q4
$754K Buy
122,989
+10,170
+9% +$62.3K ﹤0.01% 2511
2023
Q3
$880K Sell
112,819
-6,281
-5% -$49K ﹤0.01% 2355
2023
Q2
$1.07M Buy
119,100
+1,405
+1% +$12.7K ﹤0.01% 2322
2023
Q1
$947K Buy
117,695
+4,332
+4% +$34.9K ﹤0.01% 2349
2022
Q4
$716K Buy
+113,363
New +$716K ﹤0.01% 2550