Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.93M Buy
21,722
+5,276
+32% +$954K 0.95% 19
2023
Q4
$2.55M Buy
16,446
+51
+0.3% +$7.9K 2.05% 8
2023
Q3
$2.44M Buy
16,395
+601
+4% +$89.6K 2.07% 9
2023
Q2
$2.13M Sell
15,794
-1,171
-7% -$158K 1.34% 15
2023
Q1
$2.69M Buy
+16,965
New +$2.69M 1.77% 10