Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$523K Sell
2,808
-4,207
-60% -$784K 0.7% 56
2024
Q2
$1.36M Buy
7,015
+3,452
+97% +$667K 1.57% 13
2024
Q1
$643K Buy
3,563
+243
+7% +$43.8K 0.7% 59
2023
Q4
$504K Hold
3,320
1.02% 33
2023
Q3
$422K Sell
3,320
-1,280
-28% -$163K 0.65% 39
2023
Q2
$600K Buy
+4,600
New +$600K 0.94% 40