Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.1M Buy
7,829
+494
+7% +$69.4K 0.4% 32
2024
Q2
$838K Sell
7,335
-1,015
-12% -$116K 0.31% 41
2024
Q1
$665K Buy
8,350
+620
+8% +$49.4K 0.26% 43
2023
Q4
$483K Buy
+7,730
New +$483K 0.19% 55