Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$444K Buy
4,452
+803
+22% +$80.1K ﹤0.01% 1679
2023
Q4
$302K Sell
3,649
-354
-9% -$29.3K ﹤0.01% 1418
2023
Q3
$247K Sell
4,003
-1,822
-31% -$112K ﹤0.01% 1428
2023
Q2
$382K Sell
5,825
-640
-10% -$42K 0.01% 1182
2023
Q1
$315K Buy
6,465
+187
+3% +$9.1K 0.01% 1262
2022
Q4
$266K Buy
+6,278
New +$266K ﹤0.01% 1301