Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$734K Sell
18,636
-516
-3% -$20.3K 0.02% 261
2023
Q4
$777K Sell
19,152
-163
-0.8% -$6.62K 0.02% 370
2023
Q3
$763K Buy
19,315
+319
+2% +$12.6K 0.02% 352
2023
Q2
$753K Buy
+18,996
New +$753K 0.02% 308