Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$578K Buy
2,211
+16
+0.7% +$4.19K 0.11% 54
2024
Q2
$434K Buy
2,195
+35
+2% +$6.93K 0.09% 58
2024
Q1
$380K Buy
2,160
+1
+0% +$176 0.09% 65
2023
Q4
$536K Buy
2,159
+162
+8% +$40.3K 0.13% 51
2023
Q3
$500K Buy
1,997
+41
+2% +$10.3K 0.14% 51
2023
Q2
$512K Buy
1,956
+44
+2% +$11.5K 0.14% 50
2023
Q1
$397K Buy
1,912
+8
+0.4% +$1.66K 0.12% 57
2022
Q4
$235K Buy
+1,904
New +$235K 0.08% 85