Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$752K Hold
5,599
0.2% 40
2024
Q3
$680K Buy
5,599
+152
+3% +$18.5K 0.2% 39
2024
Q2
$673K Buy
5,447
+1,747
+47% +$216K 0.24% 36
2024
Q1
$334K Buy
+3,700
New +$334K 0.13% 44