Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$251K Sell
7,323
-4,786
-40% -$164K 0.12% 313
2023
Q4
$460K Buy
12,109
+5,881
+94% +$224K 0.15% 226
2023
Q3
$209K Buy
+6,228
New +$209K 0.15% 245