Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,006
Closed -$241K 281
2024
Q2
$241K Buy
+7,006
New +$241K 0.07% 189
2023
Q4
$200K Buy
+3,982
New +$200K 0.08% 183