Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$8.79M Buy
72,348
+18,194
+34% +$2.21M 1.33% 9
2024
Q2
$6.69M Buy
54,154
+12,294
+29% +$1.52M 1.19% 11
2024
Q1
$3.78M Sell
41,860
-8,490
-17% -$767K 1.29% 13
2023
Q4
$2.49M Buy
+50,350
New +$2.49M 0.8% 18