Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$510K Sell
6,489
-1,571
-19% -$124K 0.12% 160
2023
Q4
$722K Buy
8,060
+1,905
+31% +$171K 0.58% 52
2023
Q3
$482K Buy
6,155
+352
+6% +$27.6K 0.41% 75
2023
Q2
$486K Buy
5,803
+594
+11% +$49.8K 0.31% 95
2023
Q1
$458K Buy
+5,209
New +$458K 0.3% 93