Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$694K Buy
148,311
+7,175
+5% +$33.6K 1.41% 27
2024
Q2
$628K Buy
+141,136
New +$628K 1.37% 24
2024
Q1
Sell
-144,176
Closed -$346K 500
2023
Q4
$346K Buy
+144,176
New +$346K 0.8% 34