Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$11.8M Buy
50,580
+171
+0.3% +$39.8K 2.24% 11
2024
Q2
$10.6M Sell
50,409
-359
-0.7% -$75.6K 2.24% 11
2024
Q1
$8.71M Sell
50,768
-4,796
-9% -$822K 2.01% 12
2023
Q4
$10.7M Buy
55,564
+575
+1% +$111K 2.63% 11
2023
Q3
$9.41M Buy
54,989
+1,232
+2% +$211K 2.58% 11
2023
Q2
$10.4M Sell
53,757
-3
-0% -$582 2.92% 9
2023
Q1
$8.87M Sell
53,760
-2,916
-5% -$481K 2.78% 10
2022
Q4
$7.36M Buy
+56,676
New +$7.36M 2.64% 8