Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,626
Closed -$225K 63
2024
Q2
$225K Buy
+7,626
New +$225K 0.33% 36
2024
Q1
Sell
-9,953
Closed -$228K 117
2023
Q4
$228K Buy
+9,953
New +$228K 0.27% 27