Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$340K Buy
1,700
+131
+8% +$26.2K 14.86% 2
2024
Q1
$283K Buy
1,569
+1,469
+1,469% +$265K 14.91% 2
2023
Q4
$17.9K Buy
+100
New +$17.9K 3.32% 6