Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.5M Buy
10,728
+3
+0% +$699 5.09% 3
2024
Q2
$2.26M Buy
+10,725
New +$2.26M 4.92% 3
2024
Q1
Sell
-11,282
Closed -$2.17M 446
2023
Q4
$2.17M Buy
+11,282
New +$2.17M 5.01% 2