Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,006
Closed -$544K 336
2023
Q4
$544K Buy
5,006
+674
+16% +$73.2K 0.1% 118
2023
Q3
$414K Buy
4,332
+42
+1% +$4.02K 0.13% 115
2023
Q2
$473K Buy
+4,290
New +$473K 0.14% 104