Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.92M Hold
3,500
3.7% 9
2024
Q2
$3.58M Hold
3,500
4.03% 8
2024
Q1
$3.4M Hold
3,500
3.93% 9
2023
Q4
$2.65M Buy
3,500
+1,000
+40% +$757K 3.35% 11
2023
Q3
$1.47M Buy
+2,500
New +$1.47M 3.16% 13