Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,819
Closed -$1.46M 501
2023
Q4
$1.46M Hold
20,819
0.7% 37
2023
Q3
$1.32M Buy
20,819
+14,756
+243% +$936K 0.76% 37
2023
Q2
$374K Buy
6,063
+113
+2% +$6.97K 0.2% 80
2023
Q1
$378K Buy
+5,950
New +$378K 0.27% 73