Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$509K Sell
2,904
-173
-6% -$30.3K 0.12% 161
2023
Q4
$707K Sell
3,077
-1,519
-33% -$349K 0.57% 54
2023
Q3
$1.15M Sell
4,596
-964
-17% -$241K 0.97% 32
2023
Q2
$1.43M Buy
5,560
+385
+7% +$98.8K 0.9% 32
2023
Q1
$990K Buy
+5,175
New +$990K 0.65% 41