Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$891K Buy
15,450
+9,903
+179% +$571K 0.12% 195
2023
Q4
$379K Hold
5,547
0.18% 88
2023
Q3
$316K Sell
5,547
-90
-2% -$5.12K 0.18% 93
2023
Q2
$336K Hold
5,637
0.18% 91
2023
Q1
$357K Buy
+5,637
New +$357K 0.25% 77