Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,000
Closed -$174K 160
2024
Q2
$174K Buy
+3,000
New +$174K 0.02% 138
2023
Q3
Sell
-3,500
Closed -$234K 158
2023
Q2
$234K Buy
+3,500
New +$234K 0.03% 122