Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-925
Closed -$289K 264
2024
Q2
$289K Buy
925
+22
+2% +$6.87K 0.03% 212
2024
Q1
$282K Buy
903
+1
+0.1% +$312 0.03% 196
2023
Q4
$245K Buy
+902
New +$245K 0.03% 187