Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,652
Closed -$298K 177
2024
Q2
$298K Buy
1,652
+152
+10% +$27.4K 0.07% 144
2024
Q1
$266K Hold
1,500
0.07% 139
2023
Q4
$231K Buy
+1,500
New +$231K 0.06% 151