Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,558
Closed -$824K 193
2023
Q4
$824K Buy
9,558
+924
+11% +$79.7K 0.33% 58
2023
Q3
$646K Buy
8,634
+425
+5% +$31.8K 0.29% 62
2023
Q2
$630K Buy
+8,209
New +$630K 0.27% 68