Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-403
Closed -$272K 156
2024
Q2
$272K Hold
403
0.78% 24
2024
Q1
$245K Hold
403
0.66% 32
2023
Q4
$196K Buy
+403
New +$196K 0.25% 71