Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.17M Buy
8,308
+1,435
+21% +$375K 0.33% 20
2024
Q2
$1.36M Buy
6,873
+785
+13% +$155K 0.24% 28
2024
Q1
$1.07M Sell
6,088
-3,284
-35% -$577K 0.37% 27
2023
Q4
$2.33M Buy
+9,372
New +$2.33M 0.75% 19