Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.37M Buy
10,151
+205
+2% +$47.8K 2.85% 7
2024
Q2
$2.09M Buy
9,946
+109
+1% +$23K 2.87% 9
2024
Q1
$1.69M Sell
9,837
-140
-1% -$24K 2.34% 10
2023
Q4
$1.92M Buy
9,977
+1,026
+11% +$198K 2.28% 11
2023
Q3
$1.53M Hold
8,951
2.06% 12
2023
Q2
$1.74M Buy
+8,951
New +$1.74M 1.85% 11