Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$347K Buy
82,801
+1,867
+2% +$7.82K ﹤0.01% 2777
2023
Q4
$380K Buy
80,934
+11,573
+17% +$54.4K ﹤0.01% 2839
2023
Q3
$216K Sell
69,361
-4,674
-6% -$14.6K ﹤0.01% 3007
2023
Q2
$340K Buy
74,035
+17,456
+31% +$80.1K ﹤0.01% 2949
2023
Q1
$280K Buy
56,579
+7,003
+14% +$34.7K ﹤0.01% 3000
2022
Q4
$271K Buy
49,576
+5,857
+13% +$32K ﹤0.01% 3069
2022
Q3
$284K Buy
43,719
+503
+1% +$3.27K ﹤0.01% 3089
2022
Q2
$204K Sell
43,216
-2,327
-5% -$11K ﹤0.01% 3300
2022
Q1
$319K Buy
45,543
+373
+0.8% +$2.61K ﹤0.01% 3179
2021
Q4
$460K Buy
+45,170
New +$460K ﹤0.01% 3075