Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$648K Buy
2,356
+74
+3% +$20.3K 0.1% 61
2024
Q2
$599K Sell
2,282
-2,990
-57% -$785K 0.11% 65
2024
Q1
$1.47M Sell
5,272
-164
-3% -$45.8K 0.5% 23
2023
Q4
$1.42M Buy
+5,436
New +$1.42M 0.45% 23