Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$576K Hold
34,124
﹤0.01% 2567
2023
Q4
$1.23M Buy
34,124
+2,203
+7% +$79.1K ﹤0.01% 2197
2023
Q3
$542K Sell
31,921
-2,372
-7% -$40.3K ﹤0.01% 2639
2023
Q2
$726K Buy
+34,293
New +$726K ﹤0.01% 2577
2023
Q1
Sell
-21,959
Closed -$708K 3741
2022
Q4
$708K Sell
21,959
-1,166
-5% -$37.6K ﹤0.01% 2559
2022
Q3
$1.32M Sell
23,125
-4,984
-18% -$283K ﹤0.01% 2114
2022
Q2
$954K Sell
28,109
-159
-0.6% -$5.4K ﹤0.01% 2407
2022
Q1
$1.04M Sell
28,268
-3,886
-12% -$143K ﹤0.01% 2500
2021
Q4
$1.65M Buy
32,154
+17,042
+113% +$873K ﹤0.01% 2271
2021
Q3
$871K Buy
+15,112
New +$871K ﹤0.01% 2675