Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,013
Closed -$379K 190
2024
Q2
$379K Hold
1,013
0.13% 134
2024
Q1
$351K Buy
+1,013
New +$351K 0.12% 138
2018
Q4
Sell
-600
Closed -$203K 196
2018
Q3
$203K Buy
+600
New +$203K 0.09% 202