Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$297K Sell
4,793
-3,908
-45% -$242K 0.14% 272
2023
Q4
$423K Buy
8,701
+3,767
+76% +$183K 0.14% 246
2023
Q3
$207K Buy
+4,934
New +$207K 0.15% 246
2022
Q3
Sell
-4,720
Closed -$226K 525
2022
Q2
$226K Buy
+4,720
New +$226K 0.05% 335
2019
Q4
Sell
-14,877
Closed -$1.16M 576
2019
Q3
$1.16M Buy
+14,877
New +$1.16M 0.09% 302