Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-681
Closed -$213K 206
2024
Q2
$213K Sell
681
-11
-2% -$3.45K 0.04% 150
2024
Q1
$232K Sell
692
-18
-3% -$6.05K 0.04% 141
2023
Q4
$201K Buy
+710
New +$201K 0.03% 172