Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,270
Closed -$244K 94
2024
Q2
$244K Hold
1,270
0.05% 79
2024
Q1
$245K Hold
1,270
0.06% 79
2023
Q4
$281K Buy
+1,270
New +$281K 0.07% 77
2023
Q3
Sell
-1,420
Closed -$208K 87
2023
Q2
$208K Buy
+1,420
New +$208K 0.06% 86