Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$547K Buy
2,735
+696
+34% +$139K 0.13% 151
2023
Q4
$356K Sell
2,039
-519
-20% -$90.6K 0.29% 108
2023
Q3
$401K Sell
2,558
-647
-20% -$101K 0.34% 90
2023
Q2
$529K Buy
3,205
+810
+34% +$134K 0.33% 82
2023
Q1
$371K Buy
+2,395
New +$371K 0.24% 109