Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$641K Buy
53,154
+1,094
+2% +$13.2K ﹤0.01% 2516
2023
Q4
$574K Sell
52,060
-808
-2% -$8.9K ﹤0.01% 2654
2023
Q3
$521K Buy
52,868
+1,801
+4% +$17.8K ﹤0.01% 2658
2023
Q2
$672K Buy
51,067
+15,495
+44% +$204K ﹤0.01% 2617
2023
Q1
$389K Buy
35,572
+11
+0% +$120 ﹤0.01% 2864
2022
Q4
$306K Buy
+35,561
New +$306K ﹤0.01% 3010