Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$701K Buy
+17,263
New +$701K 0.51% 49
2023
Q4
Sell
-12,745
Closed -$457K 188
2023
Q3
$457K Sell
12,745
-2,432
-16% -$87.2K 0.42% 75
2023
Q2
$546K Buy
15,177
+1,896
+14% +$68.2K 0.45% 58
2023
Q1
$476K Buy
+13,281
New +$476K 0.42% 75