Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.14M Buy
85,759
+1,921
+2% +$25.5K ﹤0.01% 2181
2023
Q4
$1.59M Buy
83,838
+8,122
+11% +$154K ﹤0.01% 2026
2023
Q3
$1.14M Sell
75,716
-2,164
-3% -$32.6K ﹤0.01% 2213
2023
Q2
$1.68M Buy
77,880
+25,487
+49% +$551K ﹤0.01% 2023
2023
Q1
$1.47M Buy
52,393
+813
+2% +$22.9K ﹤0.01% 2046
2022
Q4
$1.3M Sell
51,580
-12,806
-20% -$324K ﹤0.01% 2136
2022
Q3
$1.85M Buy
64,386
+1,049
+2% +$30.2K ﹤0.01% 1885
2022
Q2
$1.6M Buy
+63,337
New +$1.6M ﹤0.01% 2047