Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$293K Sell
5,083
-2,327
-31% -$134K 0.01% 393
2023
Q4
$506K Sell
7,410
-1,650
-18% -$113K 0.01% 289
2023
Q3
$515K Hold
9,060
0.02% 270
2023
Q2
$541K Buy
9,060
+390
+4% +$23.3K 0.02% 259
2023
Q1
$550K Buy
8,670
+2,280
+36% +$145K 0.02% 250
2022
Q4
$397K Buy
6,390
+2,100
+49% +$130K 0.01% 294
2022
Q3
$215K Buy
+4,290
New +$215K 0.01% 354