Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.27M Hold
2,178
1.61% 25
2024
Q2
$1.05M Hold
2,178
1.18% 33
2024
Q1
$1.22M Sell
2,178
-877
-29% -$492K 1.41% 27
2023
Q4
$1.73M Buy
3,055
+1,555
+104% +$880K 2.18% 18
2023
Q3
$770K Buy
+1,500
New +$770K 1.65% 21