Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,611
Closed -$276K 115
2024
Q2
$276K Hold
1,611
0.8% 22
2024
Q1
$293K Hold
1,611
0.79% 19
2023
Q4
$250K Buy
+1,611
New +$250K 0.32% 41