Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$681K Sell
3,698
-66
-2% -$12.2K 0.25% 73
2023
Q4
$582K Buy
3,764
+787
+26% +$122K 0.22% 76
2023
Q3
$385K Buy
2,977
+276
+10% +$35.7K 0.17% 104
2023
Q2
$370K Buy
2,701
+270
+11% +$36.9K 0.16% 108
2023
Q1
$308K Buy
+2,431
New +$308K 0.15% 123