Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$472K Buy
12,447
+734
+6% +$27.8K 0.11% 171
2023
Q4
$415K Buy
11,713
+115
+1% +$4.07K 0.33% 97
2023
Q3
$449K Sell
11,598
-1,511
-12% -$58.5K 0.38% 79
2023
Q2
$463K Buy
13,109
+221
+2% +$7.8K 0.29% 97
2023
Q1
$489K Buy
+12,888
New +$489K 0.32% 87