Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,992
Closed -$115K 186
2024
Q2
$115K Hold
2,992
0.02% 147
2024
Q1
$128K Hold
2,992
0.04% 108
2023
Q4
$111K Buy
+2,992
New +$111K 0.05% 94