Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$650K Buy
58,907
+5,156
+10% +$56.9K ﹤0.01% 2506
2023
Q4
$717K Buy
53,751
+11,533
+27% +$154K ﹤0.01% 2544
2023
Q3
$415K Sell
42,218
-2,364
-5% -$23.2K ﹤0.01% 2771
2023
Q2
$736K Buy
+44,582
New +$736K ﹤0.01% 2571
2023
Q1
Sell
-29,844
Closed -$127K 3460
2022
Q4
$127K Buy
29,844
+4,110
+16% +$17.5K ﹤0.01% 3275
2022
Q3
$228K Buy
25,734
+20
+0.1% +$177 ﹤0.01% 3181
2022
Q2
$172K Buy
25,714
+1,443
+6% +$9.65K ﹤0.01% 3361
2022
Q1
$669K Sell
24,271
-355
-1% -$9.79K ﹤0.01% 2792
2021
Q4
$966K Buy
+24,626
New +$966K ﹤0.01% 2608