Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$6.27M Buy
154,649
+11,816
+8% +$479K 9.32% 2
2024
Q2
$4.94M Hold
142,833
7.78% 12
2024
Q1
$5.37M Buy
+142,833
New +$5.37M 8.45% 4