Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-919
Closed -$288K 544
2024
Q2
$288K Hold
919
0.01% 488
2024
Q1
$309K Hold
919
0.01% 483
2023
Q4
$260K Sell
919
-16
-2% -$4.53K 0.01% 391
2023
Q3
$230K Buy
+935
New +$230K 0.01% 383