Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-740
Closed -$238K 76
2024
Q2
$238K Buy
+740
New +$238K 1% 34
2024
Q1
Sell
-680
Closed -$247K 156
2023
Q4
$247K Buy
+680
New +$247K 0.21% 75
2020
Q4
$247K Buy
+680
New +$247K 0.21% 75