Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,761
Closed -$241K 147
2024
Q2
$241K Hold
1,761
0.69% 33
2024
Q1
$275K Hold
1,761
0.75% 23
2023
Q4
$280K Buy
+1,761
New +$280K 0.35% 36