Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$793K Buy
888
+2
+0.2% +$1.79K 0.29% 44
2024
Q2
$736K Buy
886
+525
+145% +$436K 0.27% 45
2024
Q1
$261K Buy
361
+30
+9% +$21.7K 0.1% 90
2023
Q4
$230K Buy
+331
New +$230K 0.09% 98