Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,663
Closed -$2.19M 184
2023
Q4
$2.19M Buy
17,663
+15,508
+720% +$1.92M 1.03% 35
2023
Q3
$201K Buy
2,155
+74
+4% +$6.9K 0.11% 164
2023
Q2
$267K Sell
2,081
-71
-3% -$9.12K 0.15% 142
2023
Q1
$250K Buy
+2,152
New +$250K 0.16% 152