Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,197
Closed -$396K 174
2024
Q2
$396K Buy
1,197
+85
+8% +$28.1K 0.09% 125
2024
Q1
$404K Hold
1,112
0.1% 116
2023
Q4
$333K Buy
+1,112
New +$333K 0.09% 120