Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,225
Closed -$255K 155
2024
Q2
$255K Buy
+8,225
New +$255K 0.16% 139
2023
Q2
Sell
-14,179
Closed -$463K 154
2023
Q1
$463K Hold
14,179
0.37% 96
2022
Q4
$416K Buy
+14,179
New +$416K 0.34% 106