Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.34M Sell
7,335
-15,498
-68% -$2.82M 0.62% 21
2023
Q4
$3.54M Buy
22,833
+12,561
+122% +$1.95M 1.15% 3
2023
Q3
$1.53M Buy
10,272
+4,226
+70% +$630K 1.09% 8
2023
Q2
$815K Buy
+6,046
New +$815K 0.14% 228