Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$307K Buy
8,065
+2,110
+35% +$80.3K ﹤0.01% 1929
2023
Q4
$464K Sell
5,955
-335
-5% -$26.1K 0.01% 1175
2023
Q3
$361K Buy
6,290
+1,459
+30% +$83.7K 0.01% 1229
2023
Q2
$250K Buy
+4,831
New +$250K ﹤0.01% 1395