Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$531K Sell
30,168
-15,882
-34% -$280K 0.26% 67
2023
Q4
$773K Sell
46,050
-8,330
-15% -$140K 0.4% 49
2023
Q3
$817K Sell
54,380
-8,230
-13% -$124K 0.45% 43
2023
Q2
$999K Sell
62,610
-5,677
-8% -$90.6K 0.51% 40
2023
Q1
$1.32M Buy
+68,287
New +$1.32M 0.75% 26