Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.43M Buy
4,816
+173
+4% +$87.3K 2.5% 13
2023
Q4
$2.77M Buy
4,643
+4,593
+9,186% +$2.74M 2.48% 13
2023
Q3
$25K Sell
50
-300
-86% -$150K 0.02% 66
2023
Q2
$171K Buy
+350
New +$171K 0.14% 53
2023
Q1
Sell
-600
Closed -$202K 72
2022
Q4
$202K Buy
600
+350
+140% +$118K 0.21% 48
2022
Q3
$69K Buy
+250
New +$69K 0.08% 58