Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$429K Buy
5,033
+887
+21% +$75.6K 0.1% 179
2023
Q4
$342K Sell
4,146
-96
-2% -$7.93K 0.28% 110
2023
Q3
$326K Sell
4,242
-553
-12% -$42.4K 0.28% 100
2023
Q2
$336K Buy
4,795
+162
+3% +$11.4K 0.21% 131
2023
Q1
$299K Buy
+4,633
New +$299K 0.2% 128