Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$434K Sell
6,470
-25
-0.4% -$1.68K 0.02% 202
2023
Q4
$427K Sell
6,495
-455
-7% -$29.9K 0.02% 203
2023
Q3
$447K Hold
6,950
0.02% 196
2023
Q2
$420K Sell
6,950
-50
-0.7% -$3.02K 0.02% 208
2023
Q1
$403K Sell
7,000
-95
-1% -$5.47K 0.02% 208
2022
Q4
$404K Sell
7,095
-678
-9% -$38.6K 0.02% 219
2022
Q3
$387K Sell
7,773
-84
-1% -$4.18K 0.02% 216
2022
Q2
$411K Buy
+7,857
New +$411K 0.02% 220