Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$222K Buy
7,061
+182
+3% +$5.71K 0.19% 50
2024
Q2
$251K Buy
6,879
+78
+1% +$2.84K 0.21% 44
2024
Q1
$256K Hold
6,801
0.26% 45
2023
Q4
$241K Buy
+6,801
New +$241K 0.23% 48