Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$221K Buy
16,604
+3,410
+26% +$45.3K 0.05% 267
2023
Q4
$161K Sell
13,194
-763
-5% -$9.3K 0.13% 150
2023
Q3
$173K Buy
13,957
+72
+0.5% +$894 0.15% 146
2023
Q2
$210K Sell
13,885
-93
-0.7% -$1.41K 0.13% 165
2023
Q1
$176K Buy
+13,978
New +$176K 0.12% 154