Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.2M Hold
91,453
﹤0.01% 2150
2023
Q4
$1.21M Buy
91,453
+8,930
+11% +$118K ﹤0.01% 2208
2023
Q3
$1.06M Buy
82,523
+1,523
+2% +$19.6K ﹤0.01% 2253
2023
Q2
$1.17M Buy
81,000
+37,612
+87% +$542K ﹤0.01% 2268
2023
Q1
$573K Buy
43,388
+10
+0% +$132 ﹤0.01% 2662
2022
Q4
$446K Buy
43,378
+3,192
+8% +$32.8K ﹤0.01% 2842
2022
Q3
$372K Buy
40,186
+356
+0.9% +$3.3K ﹤0.01% 2952
2022
Q2
$359K Buy
39,830
+6,465
+19% +$58.3K ﹤0.01% 3038
2022
Q1
$303K Buy
33,365
+1,891
+6% +$17.2K ﹤0.01% 3204
2021
Q4
$349K Sell
31,474
-1,077
-3% -$11.9K ﹤0.01% 3231
2021
Q3
$405K Buy
+32,551
New +$405K ﹤0.01% 3119