Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$695K Buy
13,006
+129
+1% +$6.9K 1.42% 26
2024
Q2
$539K Buy
12,877
+608
+5% +$25.5K 1.17% 27
2024
Q1
$601K Sell
12,269
-616
-5% -$30.2K 0.69% 18
2023
Q4
$533K Buy
+12,885
New +$533K 1.23% 24