Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.03M Buy
147,639
+841
+0.6% +$5.89K ﹤0.01% 2240
2023
Q4
$1.61M Buy
146,798
+20,287
+16% +$222K ﹤0.01% 2023
2023
Q3
$1.39M Sell
126,511
-3,839
-3% -$42.2K ﹤0.01% 2059
2023
Q2
$2.06M Buy
130,350
+58,239
+81% +$919K ﹤0.01% 1881
2023
Q1
$941K Buy
72,111
+2,876
+4% +$37.5K ﹤0.01% 2355
2022
Q4
$754K Buy
69,235
+1,789
+3% +$19.5K ﹤0.01% 2522
2022
Q3
$1.08M Buy
67,446
+3,665
+6% +$58.7K ﹤0.01% 2258
2022
Q2
$498K Buy
63,781
+690
+1% +$5.39K ﹤0.01% 2819
2022
Q1
$787K Buy
63,091
+12,739
+25% +$159K ﹤0.01% 2673
2021
Q4
$1.2M Buy
+50,352
New +$1.2M ﹤0.01% 2464