Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.44M Sell
20,091
-1,664
-8% -$202K 4.97% 4
2024
Q2
$2.69M Sell
21,755
-34,265
-61% -$4.23M 5.85% 1
2024
Q1
$1.28M Buy
56,020
+27,850
+99% +$636K 1.48% 6
2023
Q4
$1.39M Buy
+28,170
New +$1.39M 3.22% 5