Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$13.8M Buy
81,046
+66,229
+447% +$11.3M 3.34% 4
2023
Q4
$2.85M Sell
14,817
-3,282
-18% -$632K 2.29% 6
2023
Q3
$3.1M Sell
18,099
-6,663
-27% -$1.14M 2.62% 4
2023
Q2
$4.61M Sell
24,762
-11,047
-31% -$2.06M 2.9% 4
2023
Q1
$5.99M Buy
+35,809
New +$5.99M 3.94% 2