Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$665K Sell
8,844
-263
-3% -$19.8K 0.11% 77
2024
Q2
$662K Buy
9,107
+490
+6% +$35.6K 0.11% 77
2024
Q1
$663K Buy
8,617
+3,957
+85% +$305K 0.12% 76
2023
Q4
$287K Buy
+4,660
New +$287K 0.06% 97