Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$357K Sell
8,074
-650
-7% -$28.7K 0.19% 120
2023
Q4
$438K Buy
8,724
+1,328
+18% +$66.7K 0.28% 98
2023
Q3
$263K Sell
7,396
-807
-10% -$28.7K 0.18% 126
2023
Q2
$274K Buy
+8,203
New +$274K 0.18% 127
2022
Q2
Sell
-4,891
Closed -$242K 164
2022
Q1
$242K Buy
4,891
+602
+14% +$29.8K 0.14% 146
2021
Q4
$221K Buy
+4,289
New +$221K 0.13% 156