Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$569K Buy
3,752
+220
+6% +$33.4K 0.14% 148
2023
Q4
$504K Sell
3,532
-335
-9% -$47.8K 0.4% 78
2023
Q3
$507K Buy
3,867
+400
+12% +$52.4K 0.43% 71
2023
Q2
$551K Buy
3,467
+240
+7% +$38.2K 0.35% 80
2023
Q1
$511K Buy
+3,227
New +$511K 0.34% 85