Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,267
Closed -$299K 49
2023
Q4
$299K Buy
3,267
+47
+1% +$4.3K 0.18% 35
2023
Q3
$252K Sell
3,220
-125
-4% -$9.78K 0.19% 31
2023
Q2
$280K Buy
3,345
+49
+1% +$4.1K 0.19% 29
2023
Q1
$290K Buy
3,296
+48
+1% +$4.22K 0.21% 28
2022
Q4
$326K Buy
+3,248
New +$326K 0.26% 24