Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$853K Buy
73,209
+5,323
+8% +$62K ﹤0.01% 2354
2023
Q4
$703K Sell
67,886
-20,056
-23% -$208K ﹤0.01% 2552
2023
Q3
$989K Buy
87,942
+12,932
+17% +$145K ﹤0.01% 2306
2023
Q2
$863K Buy
75,010
+29,032
+63% +$334K ﹤0.01% 2474
2023
Q1
$640K Buy
45,978
+15
+0% +$209 ﹤0.01% 2586
2022
Q4
$605K Sell
45,963
-2,908
-6% -$38.3K ﹤0.01% 2650
2022
Q3
$686K Buy
+48,871
New +$686K ﹤0.01% 2576