Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,198
Closed -$225K 151
2024
Q2
$225K Sell
2,198
-431
-16% -$44K 0.65% 38
2024
Q1
$233K Hold
2,629
0.63% 40
2023
Q4
$240K Buy
+2,629
New +$240K 0.3% 43