Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$473K Buy
1,938
+630
+48% +$154K 0.22% 165
2023
Q4
$284K Buy
+1,308
New +$284K 0.09% 347
2020
Q3
Sell
-7,081
Closed -$1.12M 572
2020
Q2
$1.12M Buy
7,081
+4,549
+180% +$719K 0.18% 167
2020
Q1
$350K Buy
+2,532
New +$350K 0.13% 243