Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$441K Buy
2,986
+101
+4% +$14.9K 0.11% 177
2023
Q4
$420K Hold
2,885
0.34% 94
2023
Q3
$438K Hold
2,885
0.37% 84
2023
Q2
$500K Sell
2,885
-84
-3% -$14.6K 0.32% 92
2023
Q1
$543K Buy
+2,969
New +$543K 0.36% 77