Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$329K Sell
6,239
-55
-0.9% -$2.9K 0.01% 373
2023
Q4
$275K Sell
6,294
-79
-1% -$3.45K 0.01% 383
2023
Q3
$281K Buy
6,373
+180
+3% +$7.94K 0.01% 358
2023
Q2
$277K Sell
6,193
-276
-4% -$12.3K 0.01% 367
2023
Q1
$287K Buy
6,469
+270
+4% +$12K 0.01% 329
2022
Q4
$257K Sell
6,199
-1
-0% -$41 0.01% 346
2022
Q3
$228K Buy
6,200
+1
+0% +$37 0.01% 346
2022
Q2
$258K Buy
+6,199
New +$258K 0.01% 340