Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$428K Sell
11,475
-2,510
-18% -$93.5K 0.2% 192
2023
Q4
$687K Buy
13,985
+4,061
+41% +$200K 0.22% 149
2023
Q3
$211K Buy
+9,924
New +$211K 0.15% 241