Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.96M Sell
89,457
-5,525
-6% -$244K ﹤0.01% 1427
2023
Q4
$3.29M Buy
94,982
+7,934
+9% +$275K ﹤0.01% 1583
2023
Q3
$2.21M Buy
87,048
+3,212
+4% +$81.5K ﹤0.01% 1767
2023
Q2
$2.32M Sell
83,836
-9,201
-10% -$255K ﹤0.01% 1796
2023
Q1
$1.83M Sell
93,037
-39,119
-30% -$771K ﹤0.01% 1918
2022
Q4
$2.82M Buy
132,156
+21,242
+19% +$453K ﹤0.01% 1670
2022
Q3
$2.45M Buy
110,914
+2,261
+2% +$50K ﹤0.01% 1710
2022
Q2
$2.29M Buy
108,653
+16,381
+18% +$345K ﹤0.01% 1804
2022
Q1
$2.49M Buy
92,272
+11,308
+14% +$305K ﹤0.01% 1921
2021
Q4
$2.4M Buy
80,964
+11,936
+17% +$354K ﹤0.01% 2035
2021
Q3
$2.31M Sell
69,028
-7,144
-9% -$239K ﹤0.01% 2062
2021
Q2
$3.47M Buy
76,172
+38,065
+100% +$1.73M ﹤0.01% 1795
2021
Q1
$1.69M Buy
38,107
+32,180
+543% +$1.43M ﹤0.01% 2251
2020
Q4
$373K Buy
+5,927
New +$373K ﹤0.01% 3074