Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.27M Sell
149,613
-5,101
-3% -$112K ﹤0.01% 1544
2023
Q4
$3.6M Buy
154,714
+3,490
+2% +$81.2K ﹤0.01% 1522
2023
Q3
$2.98M Sell
151,224
-2,890
-2% -$57K ﹤0.01% 1576
2023
Q2
$3.49M Sell
154,114
-15,613
-9% -$354K ﹤0.01% 1556
2023
Q1
$3.33M Buy
169,727
+66,460
+64% +$1.31M ﹤0.01% 1553
2022
Q4
$1.78M Buy
+103,267
New +$1.78M ﹤0.01% 1939