Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$856K Sell
5,024
-2,196
-30% -$374K 0.13% 52
2024
Q2
$1.02M Buy
7,220
+1,227
+20% +$173K 0.18% 41
2024
Q1
$753K Buy
5,993
+626
+12% +$78.6K 0.26% 48
2023
Q4
$566K Buy
+5,367
New +$566K 0.18% 49