Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.65M Buy
59,391
+10,049
+20% +$279K 0.4% 58
2023
Q4
$1.41M Buy
49,342
+1,787
+4% +$51.2K 1.14% 26
2023
Q3
$1.58M Sell
47,555
-2,602
-5% -$86.3K 1.33% 17
2023
Q2
$1.84M Buy
50,157
+4,707
+10% +$172K 1.16% 20
2023
Q1
$1.85M Buy
+45,450
New +$1.85M 1.22% 18