Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$398K Buy
4,694
+60
+1% +$5.09K 0.1% 191
2023
Q4
$324K Buy
4,634
+516
+13% +$36.1K 0.26% 114
2023
Q3
$225K Sell
4,118
-3,536
-46% -$194K 0.19% 131
2023
Q2
$447K Buy
+7,654
New +$447K 0.28% 99