Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,005
Closed -$239K 606
2024
Q2
$239K Hold
1,005
0.01% 548
2024
Q1
$232K Buy
+1,005
New +$232K 0.01% 555
2023
Q3
Sell
-1,103
Closed -$206K 574
2023
Q2
$206K Buy
+1,103
New +$206K 0.01% 550