Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.68M Sell
2,021
-81
-4% -$67.5K 0.39% 72
2024
Q2
$2.15M Buy
2,102
+26
+1% +$26.6K 0.5% 65
2024
Q1
$2.02M Buy
2,076
+167
+9% +$162K 0.49% 69
2023
Q4
$1.45M Buy
+1,909
New +$1.45M 0.38% 78