Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.02M Buy
27,157
+16,115
+146% +$607K 0.14% 166
2023
Q4
$391K Buy
11,042
+67
+0.6% +$2.37K 0.19% 87
2023
Q3
$425K Sell
10,975
-193
-2% -$7.47K 0.24% 71
2023
Q2
$394K Sell
11,168
-4,195
-27% -$148K 0.21% 74
2023
Q1
$583K Buy
+15,363
New +$583K 0.41% 53