Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,114
Closed -$251K 500
2024
Q2
$251K Buy
+2,114
New +$251K 0.02% 416
2023
Q1
Sell
-1,392
Closed -$250K 365
2022
Q4
$250K Buy
+1,392
New +$250K 0.03% 293