Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-807
Closed -$202K 131
2024
Q2
$202K Hold
807
0.58% 54
2024
Q1
$202K Hold
807
0.55% 66
2023
Q4
$187K Buy
+807
New +$187K 0.24% 87