Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$233K Sell
471
-49
-9% -$24.2K 0.47% 59
2024
Q2
$304K Sell
520
-20
-4% -$11.7K 0.66% 41
2024
Q1
$192K Hold
540
0.22% 43
2023
Q4
$250K Buy
+540
New +$250K 0.58% 45