Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-370
Closed -$206K 116
2024
Q2
$206K Buy
+370
New +$206K 0.59% 53
2024
Q1
Sell
-370
Closed -$221K 85
2023
Q4
$221K Buy
+370
New +$221K 0.28% 52