Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,455
Closed -$200K 168
2024
Q2
$200K Hold
10,455
0.58% 55
2024
Q1
$184K Hold
10,455
0.5% 68
2023
Q4
$175K Buy
+10,455
New +$175K 0.22% 96