Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
415
2023
Q4
Sell
-5,314
Closed -$2.44M 484
2023
Q3
$2.44M Buy
5,314
+213
+4% +$97.7K 0.06% 166
2023
Q2
$2.47M Sell
5,101
-9,604
-65% -$4.66M 0.06% 185
2023
Q1
$5.87M Buy
+14,705
New +$5.87M 0.11% 209