Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$765K Buy
22,405
+289
+1% +$9.86K 0.56% 46
2024
Q3
$904K Buy
22,116
+61
+0.3% +$2.49K 0.69% 38
2024
Q2
$849K Sell
22,055
-1,192
-5% -$45.9K 0.71% 35
2024
Q1
$963K Sell
23,247
-339
-1% -$14K 0.89% 27
2023
Q4
$874K Buy
+23,586
New +$874K 0.79% 35
2023
Q2
$824K Buy
+23,115
New +$824K 0.79% 37