Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$552K Buy
1,979
+801
+68% +$223K 0.57% 38
2023
Q4
$307K Buy
+1,178
New +$307K 0.27% 46
2022
Q3
Sell
-1,000
Closed -$197K 73
2022
Q2
$197K Buy
+1,000
New +$197K 0.22% 43