Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.69M Buy
169,090
+12,269
+8% +$123K ﹤0.01% 1966
2023
Q4
$1.94M Buy
156,821
+6,318
+4% +$78.3K ﹤0.01% 1895
2023
Q3
$2.24M Sell
150,503
-10,739
-7% -$160K ﹤0.01% 1751
2023
Q2
$2.18M Buy
161,242
+24,872
+18% +$337K ﹤0.01% 1837
2023
Q1
$839K Sell
136,370
-7,675
-5% -$47.2K ﹤0.01% 2423
2022
Q4
$497K Buy
144,045
+66,355
+85% +$229K ﹤0.01% 2762
2022
Q3
$393K Sell
77,690
-62,008
-44% -$314K ﹤0.01% 2919
2022
Q2
$611K Buy
139,698
+60,663
+77% +$265K ﹤0.01% 2698
2022
Q1
$1.01M Buy
79,035
+1,055
+1% +$13.5K ﹤0.01% 2524
2021
Q4
$1.3M Buy
+77,980
New +$1.3M ﹤0.01% 2404