Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.49M Buy
37,430
+8,871
+31% +$354K ﹤0.01% 2030
2023
Q4
$954K Buy
28,559
+6,169
+28% +$206K ﹤0.01% 2352
2023
Q3
$756K Buy
22,390
+1,452
+7% +$49K ﹤0.01% 2452
2023
Q2
$736K Sell
20,938
-918
-4% -$32.3K ﹤0.01% 2570
2023
Q1
$684K Sell
21,856
-224
-1% -$7.01K ﹤0.01% 2535
2022
Q4
$730K Sell
22,080
-154
-0.7% -$5.09K ﹤0.01% 2541
2022
Q3
$724K Buy
22,234
+904
+4% +$29.4K ﹤0.01% 2543
2022
Q2
$729K Buy
+21,330
New +$729K ﹤0.01% 2583
2020
Q1
Sell
-1,246
Closed -$36K 3438
2019
Q4
$36K Sell
1,246
-164
-12% -$4.74K ﹤0.01% 3442
2019
Q3
$40K Buy
+1,410
New +$40K ﹤0.01% 3379