Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$196K Buy
+7,000
New +$196K 0.88% 24
2024
Q1
Sell
-8,000
Closed -$186K 50
2023
Q4
$186K Buy
+8,000
New +$186K 0.72% 27
2023
Q3
Sell
-9,000
Closed -$204K 81
2023
Q2
$204K Buy
+9,000
New +$204K 0.25% 39