Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-778
Closed -$661K 111
2024
Q2
$661K Hold
778
0.27% 44
2024
Q1
$570K Sell
778
-9
-1% -$6.59K 0.23% 45
2023
Q4
$519K Buy
+787
New +$519K 0.24% 53