Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$925K Buy
1,489
+21
+1% +$13K 1.23% 21
2024
Q2
$965K Sell
1,468
-278
-16% -$183K 1.11% 27
2024
Q1
$1.13M Buy
+1,746
New +$1.13M 1.24% 18