Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.73M Buy
57,260
+17,560
+44% +$839K 3.47% 10
2024
Q2
$1.95M Buy
39,700
+10,700
+37% +$526K 2.2% 18
2024
Q1
$1.26M Buy
+29,000
New +$1.26M 1.45% 25