Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-318
Closed -$209K 144
2024
Q2
$209K Hold
318
0.6% 49
2024
Q1
$207K Hold
318
0.56% 60
2023
Q4
$199K Buy
+318
New +$199K 0.25% 68