Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$238K Buy
4,873
+325
+7% +$15.9K 0.15% 77
2024
Q3
$282K Buy
4,548
+349
+8% +$21.7K 0.19% 74
2024
Q2
$240K Buy
4,199
+124
+3% +$7.08K 0.17% 75
2024
Q1
$235K Buy
+4,075
New +$235K 0.15% 96