Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$696K Sell
2,722
-203
-7% -$51.9K 0.02% 260
2023
Q4
$665K Buy
2,925
+2
+0.1% +$455 0.02% 242
2023
Q3
$590K Buy
2,923
+201
+7% +$40.5K 0.02% 249
2023
Q2
$499K Sell
2,722
-298
-10% -$54.7K 0.02% 272
2023
Q1
$589K Sell
3,020
-82
-3% -$16K 0.02% 237
2022
Q4
$554K Sell
3,102
-854
-22% -$153K 0.02% 247
2022
Q3
$617K Buy
3,956
+1,016
+35% +$158K 0.03% 205
2022
Q2
$463K Buy
+2,940
New +$463K 0.02% 242