Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$521K Buy
2,930
+871
+42% +$155K 0.13% 158
2023
Q4
$293K Sell
2,059
-24
-1% -$3.42K 0.24% 120
2023
Q3
$230K Sell
2,083
-1,111
-35% -$123K 0.19% 129
2023
Q2
$419K Buy
3,194
+336
+12% +$44.1K 0.26% 106
2023
Q1
$445K Buy
+2,858
New +$445K 0.29% 94