Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$350K Sell
31,846
-7,232
-19% -$79.4K 0.16% 229
2023
Q4
$576K Buy
39,078
+26,869
+220% +$396K 0.19% 180
2023
Q3
$116K Buy
+12,209
New +$116K 0.08% 278