Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.35M Hold
2,607
1.71% 24
2024
Q2
$1.45M Hold
2,607
1.63% 23
2024
Q1
$1.32M Hold
2,607
1.52% 23
2023
Q4
$1.56M Buy
2,607
+1,475
+130% +$880K 1.96% 21
2023
Q3
$577K Buy
1,132
+312
+38% +$159K 1.24% 24
2023
Q2
$401K Buy
+820
New +$401K 0.64% 24