Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$752K Buy
1,043
+463
+80% +$334K 0.18% 115
2023
Q4
$397K Buy
580
+50
+9% +$34.2K 0.32% 101
2023
Q3
$299K Sell
530
-609
-53% -$344K 0.25% 107
2023
Q2
$636K Buy
1,139
+65
+6% +$36.3K 0.4% 69
2023
Q1
$532K Buy
+1,074
New +$532K 0.35% 81