Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$430K Buy
14,231
+28
+0.2% +$846 0.23% 112
2023
Q4
$427K Sell
14,203
-298
-2% -$8.97K 0.28% 102
2023
Q3
$373K Sell
14,501
-67
-0.5% -$1.72K 0.26% 106
2023
Q2
$447K Sell
14,568
-1,764
-11% -$54.2K 0.3% 91
2023
Q1
$479K Sell
16,332
-1,922
-11% -$56.4K 0.32% 91
2022
Q4
$490K Sell
18,254
-2,848
-13% -$76.5K 0.33% 79
2022
Q3
$526K Sell
21,102
-1,216
-5% -$30.3K 0.36% 73
2022
Q2
$732K Buy
22,318
+1,583
+8% +$51.9K 0.5% 53
2022
Q1
$753K Sell
20,735
-206
-1% -$7.48K 0.43% 66
2021
Q4
$789K Buy
+20,941
New +$789K 0.46% 59