Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$199K Buy
23,589
+3,069
+15% +$25.8K 0.05% 250
2023
Q4
$210K Buy
20,520
+5,000
+32% +$51.1K 0.05% 237
2023
Q3
$181K Hold
15,520
0.04% 304
2023
Q2
$175K Hold
15,520
0.04% 325
2023
Q1
$157K Buy
+15,520
New +$157K 0.04% 327