Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$321K Sell
140,913
-10,407
-7% -$23.7K ﹤0.01% 2797
2023
Q4
$478K Buy
151,320
+16,173
+12% +$51.1K ﹤0.01% 2741
2023
Q3
$553K Sell
135,147
-7,050
-5% -$28.8K ﹤0.01% 2614
2023
Q2
$1.27M Buy
142,197
+42,833
+43% +$381K ﹤0.01% 2209
2023
Q1
$894K Buy
99,364
+14,977
+18% +$135K ﹤0.01% 2383
2022
Q4
$800K Buy
84,387
+2,664
+3% +$25.3K ﹤0.01% 2481
2022
Q3
$912K Buy
81,723
+3,826
+5% +$42.7K ﹤0.01% 2375
2022
Q2
$1.15M Buy
77,897
+5,361
+7% +$79K ﹤0.01% 2277
2022
Q1
$1.42M Buy
72,536
+7,552
+12% +$148K ﹤0.01% 2297
2021
Q4
$1.29M Sell
64,984
-13,021
-17% -$258K ﹤0.01% 2413
2021
Q3
$1.65M Buy
78,005
+26,255
+51% +$554K ﹤0.01% 2273
2021
Q2
$1.16M Buy
+51,750
New +$1.16M ﹤0.01% 2535