Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$127K Buy
1,927
+927
+93% +$61.1K 0.04% 238
2023
Q4
$74K Sell
1,000
-3,899
-80% -$289K 0.01% 575
2023
Q3
$271K Sell
4,899
-779
-14% -$43.1K 0.03% 341
2023
Q2
$385K Sell
5,678
-3,315
-37% -$225K 0.05% 236
2023
Q1
$681K Buy
8,993
+7,085
+371% +$537K 0.07% 177
2022
Q4
$106K Sell
1,908
-3,344
-64% -$186K 0.01% 602
2022
Q3
$234K Buy
5,252
+3,662
+230% +$163K 0.02% 448
2022
Q2
$52K Sell
1,590
-7,418
-82% -$243K ﹤0.01% 870
2022
Q1
$557K Buy
9,008
+7,054
+361% +$436K 0.03% 347
2021
Q4
$113K Sell
1,954
-14,773
-88% -$854K ﹤0.01% 894
2021
Q3
$1.3M Buy
16,727
+16,587
+11,848% +$1.29M 0.06% 208
2021
Q2
$13K Sell
140
-860
-86% -$79.9K ﹤0.01% 1646
2021
Q1
$82K Sell
1,000
-3,989
-80% -$327K ﹤0.01% 974
2020
Q4
$376K Sell
4,989
-951
-16% -$71.7K 0.02% 423
2020
Q3
$287K Buy
5,940
+2,240
+61% +$108K 0.02% 406
2020
Q2
$131K Buy
+3,700
New +$131K 0.01% 558