Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$660K Buy
15,618
+7,377
+90% +$312K 0.16% 128
2023
Q4
$379K Sell
8,241
-1,588
-16% -$73K 0.3% 104
2023
Q3
$436K Sell
9,829
-10,720
-52% -$475K 0.37% 85
2023
Q2
$933K Buy
20,549
+5,601
+37% +$254K 0.59% 48
2023
Q1
$607K Buy
+14,948
New +$607K 0.4% 72