Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$344K Sell
1,535
-188
-11% -$42.2K 0.25% 121
2023
Q4
$344K Buy
+1,723
New +$344K 0.25% 122
2023
Q3
Sell
-1,077
Closed -$222K 183
2023
Q2
$222K Buy
+1,077
New +$222K 0.18% 168