Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,570
Closed -$248K 29
2024
Q2
$248K Hold
1,570
1.4% 23
2024
Q1
$229K Buy
+1,570
New +$229K 1.3% 23