Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,000
Closed -$226K 65
2024
Q2
$226K Hold
3,000
0.07% 41
2024
Q1
$282K Hold
3,000
0.1% 43
2023
Q4
$326K Buy
+3,000
New +$326K 0.2% 47