Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,377
Closed -$275K 160
2024
Q2
$275K Hold
3,377
0.79% 23
2024
Q1
$271K Hold
3,377
0.73% 25
2023
Q4
$237K Buy
+3,377
New +$237K 0.3% 45