Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$547K Buy
6,141
+1,455
+31% +$129K 0.2% 90
2023
Q4
$509K Buy
4,686
+140
+3% +$15.2K 0.19% 89
2023
Q3
$435K Sell
4,546
-36
-0.8% -$3.44K 0.19% 94
2023
Q2
$506K Buy
4,582
+221
+5% +$24.4K 0.22% 79
2023
Q1
$535K Buy
4,361
+377
+9% +$46.2K 0.26% 74
2022
Q4
$466K Buy
3,984
+197
+5% +$23.1K 0.26% 76
2022
Q3
$315K Buy
3,787
+553
+17% +$46K 0.21% 89
2022
Q2
$331K Buy
3,234
+601
+23% +$61.5K 0.22% 82
2022
Q1
$354K Buy
2,633
+151
+6% +$20.3K 0.28% 81
2021
Q4
$414K Buy
+2,482
New +$414K 0.26% 67