Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$10.7M Buy
45,715
+5,215
+13% +$1.22M 13.52% 1
2024
Q2
$8.53M Buy
40,500
+6,010
+17% +$1.27M 9.6% 1
2024
Q1
$5.91M Buy
34,490
+4,760
+16% +$816K 6.83% 2
2023
Q4
$5.72M Buy
29,730
+14,130
+91% +$2.72M 7.23% 3
2023
Q3
$2.67M Buy
15,600
+9,600
+160% +$1.64M 5.73% 10
2023
Q2
$1.16M Buy
+6,000
New +$1.16M 1.86% 10