Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.4M Buy
7,316
+4,641
+173% +$886K 0.19% 128
2023
Q4
$437K Hold
2,675
0.21% 80
2023
Q3
$375K Hold
2,675
0.22% 79
2023
Q2
$358K Hold
2,675
0.19% 87
2023
Q1
$351K Buy
+2,675
New +$351K 0.25% 80