Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$603K Hold
121,184
﹤0.01% 2543
2023
Q4
$842K Buy
121,184
+10,651
+10% +$74K ﹤0.01% 2441
2023
Q3
$652K Sell
110,533
-9,204
-8% -$54.3K ﹤0.01% 2533
2023
Q2
$990K Buy
119,737
+59,490
+99% +$492K ﹤0.01% 2372
2023
Q1
$373K Sell
60,247
-3,633
-6% -$22.5K ﹤0.01% 2892
2022
Q4
$430K Sell
63,880
-231
-0.4% -$1.56K ﹤0.01% 2859
2022
Q3
$528K Buy
64,111
+9,785
+18% +$80.6K ﹤0.01% 2731
2022
Q2
$494K Buy
54,326
+214
+0.4% +$1.95K ﹤0.01% 2827
2022
Q1
$1.17M Buy
54,112
+36,387
+205% +$783K ﹤0.01% 2433
2021
Q4
$488K Buy
+17,725
New +$488K ﹤0.01% 3038