Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,210
Closed -$208K 237
2024
Q2
$208K Sell
1,210
-160
-12% -$27.6K 0.02% 188
2024
Q1
$260K Hold
1,370
0.02% 173
2023
Q4
$245K Hold
1,370
0.02% 175
2023
Q3
$221K Buy
+1,370
New +$221K 0.02% 175