Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-856
Closed -$212K 118
2024
Q2
$212K Hold
856
0.61% 46
2024
Q1
$223K Hold
856
0.6% 44
2023
Q4
$208K Buy
+856
New +$208K 0.26% 58