Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.78M Buy
23,145
+12,254
+113% +$943K 0.24% 91
2023
Q4
$671K Buy
10,891
+36
+0.3% +$2.22K 0.32% 61
2023
Q3
$499K Hold
10,855
0.29% 62
2023
Q2
$469K Buy
+10,855
New +$469K 0.25% 64