Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.04M Buy
54,508
+1,164
+2% +$43.5K ﹤0.01% 1839
2023
Q4
$1.79M Sell
53,344
-922
-2% -$31K ﹤0.01% 1959
2023
Q3
$1.73M Sell
54,266
-1,557
-3% -$49.5K ﹤0.01% 1907
2023
Q2
$1.68M Buy
55,823
+6,215
+13% +$187K ﹤0.01% 2025
2023
Q1
$1.23M Sell
49,608
-903
-2% -$22.4K ﹤0.01% 2186
2022
Q4
$1.34M Buy
50,511
+209
+0.4% +$5.53K ﹤0.01% 2122
2022
Q3
$1.72M Buy
50,302
+5,864
+13% +$200K ﹤0.01% 1932
2022
Q2
$1.37M Buy
44,438
+12,441
+39% +$385K ﹤0.01% 2154
2022
Q1
$1.31M Buy
31,997
+4,726
+17% +$194K ﹤0.01% 2342
2021
Q4
$1.5M Sell
27,271
-51,428
-65% -$2.82M ﹤0.01% 2327
2021
Q3
$5.59M Sell
78,699
-10,642
-12% -$756K ﹤0.01% 1456
2021
Q2
$5.35M Buy
89,341
+17,338
+24% +$1.04M ﹤0.01% 1500
2021
Q1
$4.8M Buy
+72,003
New +$4.8M ﹤0.01% 1566