Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$834K Sell
2,933
-4,355
-60% -$1.24M 0.39% 63
2023
Q4
$2.1M Buy
7,288
+2,804
+63% +$808K 0.68% 16
2023
Q3
$1.21M Buy
4,484
+3,141
+234% +$844K 0.85% 21
2023
Q2
$298K Buy
+1,343
New +$298K 0.05% 407