Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,062
Closed -$215K 133
2024
Q2
$215K Hold
4,062
0.62% 43
2024
Q1
$235K Hold
4,062
0.64% 37
2023
Q4
$223K Buy
+4,062
New +$223K 0.28% 49