Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.26M Buy
68,779
+1,520
+2% +$27.9K ﹤0.01% 2118
2023
Q4
$1.21M Buy
67,259
+1,943
+3% +$35.1K ﹤0.01% 2207
2023
Q3
$1.15M Buy
65,316
+873
+1% +$15.4K ﹤0.01% 2193
2023
Q2
$1.26M Buy
64,443
+15,437
+32% +$301K ﹤0.01% 2213
2023
Q1
$952K Buy
49,006
+3,020
+7% +$58.6K ﹤0.01% 2344
2022
Q4
$980K Buy
45,986
+9,136
+25% +$195K ﹤0.01% 2343
2022
Q3
$817K Buy
36,850
+541
+1% +$12K ﹤0.01% 2449
2022
Q2
$900K Buy
36,309
+6,245
+21% +$155K ﹤0.01% 2456
2022
Q1
$1.05M Buy
30,064
+2,440
+9% +$85K ﹤0.01% 2496
2021
Q4
$1.05M Sell
27,624
-4,022
-13% -$153K ﹤0.01% 2551
2021
Q3
$1.22M Buy
31,646
+4,370
+16% +$168K ﹤0.01% 2442
2021
Q2
$916K Buy
+27,276
New +$916K ﹤0.01% 2693