Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$354K Buy
3,767
+20
+0.5% +$1.88K 1.06% 48
2023
Q4
$407K Hold
3,747
1.3% 45
2023
Q3
$358K Buy
3,747
+596
+19% +$57K 1.34% 46
2023
Q2
$348K Buy
3,151
+58
+2% +$6.4K 1.18% 45
2023
Q1
$379K Sell
3,093
-120
-4% -$14.7K 1.38% 40
2022
Q4
$376K Buy
3,213
+45
+1% +$5.27K 0.93% 55
2022
Q3
$263K Sell
3,168
-5
-0.2% -$415 0.61% 63
2022
Q2
$324K Hold
3,173
0.65% 66
2022
Q1
$427K Sell
3,173
-100
-3% -$13.5K 0.56% 67
2021
Q4
$546K Buy
+3,273
New +$546K 0.63% 59