Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,818
Closed -$228K 212
2023
Q4
$228K Buy
+2,818
New +$228K 0.07% 189
2023
Q3
Sell
-2,662
Closed -$225K 173
2023
Q2
$225K Buy
2,662
+500
+23% +$42.3K 0.08% 147
2023
Q1
$241K Buy
2,162
+130
+6% +$14.5K 0.1% 171
2022
Q4
$243K Buy
+2,032
New +$243K 0.12% 170