Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2.72M Buy
4,596
+193
+4% +$114K 0.21% 117
2023
Q3
$2.27M Buy
4,403
+1,851
+73% +$952K 0.21% 117
2023
Q2
$1.28M Buy
2,552
+956
+60% +$478K 0.12% 182
2023
Q1
$712K Buy
+1,596
New +$712K 0.08% 265