Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-736
Closed -$216K 5
2024
Q2
$216K Buy
+736
New +$216K 1.5% 43
2024
Q1
Sell
-805
Closed -$234K 109
2023
Q4
$234K Buy
+805
New +$234K 0.71% 86