Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$821K Hold
519,475
0.73% 33
2024
Q1
$753K Hold
519,475
0.69% 35
2023
Q4
$696K Buy
519,475
+94,475
+22% +$127K 0.64% 37
2023
Q3
$604K Buy
425,000
+245,000
+136% +$348K 0.57% 43
2023
Q2
$207K Buy
+180,000
New +$207K 0.19% 91