Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,234
Closed -$312K 154
2023
Q4
$312K Sell
1,234
-353
-22% -$89.3K 0.21% 126
2023
Q3
$421K Sell
1,587
-510
-24% -$135K 0.31% 104
2023
Q2
$520K Sell
2,097
-41
-2% -$10.2K 0.39% 89
2023
Q1
$489K Buy
2,138
+325
+18% +$74.3K 0.39% 91
2022
Q4
$344K Buy
+1,813
New +$344K 0.28% 119