Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-38,251
Closed -$2.94M 333
2023
Q4
$2.94M Buy
38,251
+24,897
+186% +$1.91M 0.53% 48
2023
Q3
$945K Sell
13,354
-333
-2% -$23.6K 0.29% 77
2023
Q2
$1.15M Buy
+13,687
New +$1.15M 0.34% 67