Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,512
Closed -$230K 110
2023
Q4
$230K Sell
2,512
-717
-22% -$65.5K 0.14% 89
2023
Q3
$253K Buy
3,229
+119
+4% +$9.32K 0.17% 85
2023
Q2
$260K Buy
3,110
+240
+8% +$20.1K 0.17% 86
2023
Q1
$252K Buy
+2,870
New +$252K 0.16% 75