Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$191K Hold
113,750
﹤0.01% 2898
2023
Q4
$208K Buy
113,750
+15,077
+15% +$27.6K ﹤0.01% 2969
2023
Q3
$224K Sell
98,673
-4,087
-4% -$9.28K ﹤0.01% 2994
2023
Q2
$251K Buy
102,760
+38,010
+59% +$92.7K ﹤0.01% 3039
2023
Q1
$191K Buy
64,750
+32
+0% +$94 ﹤0.01% 3108
2022
Q4
$204K Buy
64,718
+3,680
+6% +$11.6K ﹤0.01% 3163
2022
Q3
$298K Buy
61,038
+21
+0% +$103 ﹤0.01% 3068
2022
Q2
$240K Buy
+61,017
New +$240K ﹤0.01% 3244