Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.01M Buy
2,189
+60
+3% +$27.8K 0.25% 92
2023
Q4
$874K Buy
2,129
+57
+3% +$23.4K 0.7% 41
2023
Q3
$772K Buy
2,072
+138
+7% +$51.4K 0.65% 48
2023
Q2
$737K Sell
1,934
-3
-0.2% -$1.14K 0.46% 63
2023
Q1
$688K Buy
+1,937
New +$688K 0.45% 64