Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$7.16M Sell
64,000
-4,078
-6% -$456K 1.08% 12
2024
Q2
$6.08M Buy
68,078
+43
+0.1% +$3.84K 1.08% 12
2024
Q1
$5.84M Buy
68,035
+500
+0.7% +$42.9K 2% 10
2023
Q4
$5.57M Buy
+67,535
New +$5.57M 1.79% 9