Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$4.01M Buy
26,697
+1,615
+6% +$243K 6.11% 7
2024
Q2
$3.96M Sell
25,082
-258
-1% -$40.8K 6.22% 12
2024
Q1
$5.01M Buy
+25,340
New +$5.01M 6.29% 11