Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$457K Sell
39,208
-2,630
-6% -$30.6K ﹤0.01% 2666
2023
Q4
$547K Buy
41,838
+4,161
+11% +$54.4K ﹤0.01% 2682
2023
Q3
$391K Buy
37,677
+5,276
+16% +$54.8K ﹤0.01% 2811
2023
Q2
$367K Buy
32,401
+8,702
+37% +$98.5K ﹤0.01% 2923
2023
Q1
$342K Buy
23,699
+3,265
+16% +$47.1K ﹤0.01% 2926
2022
Q4
$345K Buy
20,434
+895
+5% +$15.1K ﹤0.01% 2950
2022
Q3
$315K Buy
19,539
+10
+0.1% +$161 ﹤0.01% 3041
2022
Q2
$329K Buy
19,529
+298
+2% +$5.02K ﹤0.01% 3097
2022
Q1
$740K Buy
19,231
+1,933
+11% +$74.4K ﹤0.01% 2723
2021
Q4
$933K Buy
+17,298
New +$933K ﹤0.01% 2633