Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$8.4M Buy
16,645
+4,116
+33% +$2.08M 1.14% 12
2023
Q4
$7.47M Buy
+12,529
New +$7.47M 3.56% 5