Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$218K Buy
1,153
+360
+45% +$68.2K 0.05% 269
2023
Q4
$203K Buy
+793
New +$203K 0.16% 148
2023
Q3
Sell
-1,158
Closed -$248K 154
2023
Q2
$248K Buy
1,158
+211
+22% +$45.2K 0.16% 152
2023
Q1
$201K Buy
+947
New +$201K 0.13% 151