Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.3M Buy
74,003
+36,592
+98% +$640K 0.31% 76
2023
Q4
$628K Sell
37,411
-254
-0.7% -$4.26K 0.5% 62
2023
Q3
$566K Sell
37,665
-1,797
-5% -$27K 0.48% 62
2023
Q2
$629K Buy
39,462
+2,121
+6% +$33.8K 0.4% 70
2023
Q1
$719K Buy
+37,341
New +$719K 0.47% 62