Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$468K Buy
8,623
+158
+2% +$8.58K 0.01% 809
2024
Q2
$436K Buy
8,465
+1,431
+20% +$73.7K 0.01% 787
2024
Q1
$349K Buy
7,034
+1,871
+36% +$92.8K 0.01% 897
2023
Q4
$260K Buy
5,163
+551
+12% +$27.8K 0.01% 1004
2023
Q3
$222K Buy
4,612
+21
+0.5% +$1.01K 0.01% 1038
2023
Q2
$232K Buy
+4,591
New +$232K 0.01% 1040