Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.79M Sell
9,607
-70
-0.7% -$13K 3.64% 6
2024
Q2
$1.87M Buy
9,677
+758
+8% +$146K 4.07% 7
2024
Q1
$1.6M Sell
8,919
-622
-7% -$111K 1.84% 4
2023
Q4
$1.45M Buy
+9,541
New +$1.45M 3.34% 4