Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$11.9M Buy
63,650
+11,892
+23% +$2.22M 1.8% 7
2024
Q2
$10M Buy
51,758
+9,167
+22% +$1.77M 1.78% 7
2024
Q1
$7.68M Buy
42,591
+10,753
+34% +$1.94M 2.63% 8
2023
Q4
$4.84M Buy
+31,838
New +$4.84M 1.55% 11