Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$388K Buy
29,231
+1,211
+4% +$16.1K ﹤0.01% 2738
2023
Q4
$383K Sell
28,020
-575
-2% -$7.86K ﹤0.01% 2835
2023
Q3
$243K Sell
28,595
-1,897
-6% -$16.1K ﹤0.01% 2982
2023
Q2
$292K Buy
30,492
+579
+2% +$5.54K ﹤0.01% 2998
2023
Q1
$301K Buy
29,913
+3,207
+12% +$32.2K ﹤0.01% 2976
2022
Q4
$217K Sell
26,706
-344
-1% -$2.8K ﹤0.01% 3142
2022
Q3
$303K Buy
27,050
+1,199
+5% +$13.4K ﹤0.01% 3060
2022
Q2
$334K Buy
+25,851
New +$334K ﹤0.01% 3085