Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.65M Hold
4,083
0.43% 29
2024
Q3
$1.07M Buy
4,083
+199
+5% +$52.1K 0.31% 29
2024
Q2
$769K Buy
3,884
+1,496
+63% +$296K 0.27% 35
2024
Q1
$420K Buy
2,388
+1,176
+97% +$207K 0.17% 37
2023
Q4
$301K Hold
1,212
0.14% 36
2023
Q3
$303K Buy
+1,212
New +$303K 0.16% 38