Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$770K Buy
4,431
+900
+25% +$156K 0.2% 83
2024
Q2
$614K Buy
3,531
+15
+0.4% +$2.61K 0.17% 89
2024
Q1
$478K Buy
3,516
+59
+2% +$8.03K 0.14% 99
2023
Q4
$360K Sell
3,457
-3
-0.1% -$312 0.11% 113
2023
Q3
$301K Buy
+3,460
New +$301K 0.11% 112