Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$900K Hold
12,000
1.53% 10
2024
Q1
$1.04M Hold
12,000
1.53% 8
2023
Q4
$830K Buy
12,000
+3,000
+33% +$207K 1.16% 12
2023
Q3
$493K Buy
+9,000
New +$493K 0.82% 12