Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$516K Buy
2,016
+437
+28% +$112K ﹤0.01% 1579
2023
Q4
$359K Buy
1,579
+51
+3% +$11.6K 0.01% 1316
2023
Q3
$308K Sell
1,528
-3
-0.2% -$605 ﹤0.01% 1306
2023
Q2
$281K Sell
1,531
-2,420
-61% -$444K ﹤0.01% 1341
2023
Q1
$770K Sell
3,951
-929
-19% -$181K 0.01% 806
2022
Q4
$871K Buy
+4,880
New +$871K 0.02% 728