Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$843K Buy
2,542
+320
+14% +$106K 0.08% 68
2024
Q2
$697K Buy
2,222
+677
+44% +$212K 0.07% 75
2024
Q1
$483K Buy
1,545
+218
+16% +$68.2K 0.05% 94
2023
Q4
$320K Sell
1,327
-28
-2% -$6.74K 0.04% 114
2023
Q3
$289K Buy
+1,355
New +$289K 0.04% 110