Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.34M Buy
26,032
+2,628
+11% +$136K ﹤0.01% 2090
2023
Q4
$944K Buy
23,404
+4,640
+25% +$187K ﹤0.01% 2359
2023
Q3
$523K Sell
18,764
-1,089
-5% -$30.4K ﹤0.01% 2656
2023
Q2
$572K Buy
+19,853
New +$572K ﹤0.01% 2692
2023
Q1
Sell
-1
Closed -$13 3623
2022
Q4
$13 Sell
1
-114
-99% -$1.48K ﹤0.01% 3690
2022
Q3
$1K Buy
115
+96
+505% +$835 ﹤0.01% 3901
2022
Q2
$0 Buy
+19
New ﹤0.01% 4243