Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$400K Buy
3,184
+312
+11% +$39.2K 0.1% 190
2023
Q4
$307K Sell
2,872
-47
-2% -$5.03K 0.25% 118
2023
Q3
$309K Buy
2,919
+523
+22% +$55.4K 0.26% 103
2023
Q2
$285K Buy
2,396
+126
+6% +$15K 0.18% 142
2023
Q1
$211K Buy
+2,270
New +$211K 0.14% 148