Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-400
Closed -$222K 114
2024
Q2
$222K Buy
+400
New +$222K 0.6% 46
2023
Q4
Sell
-225
Closed -$115K 494
2023
Q3
$115K Buy
225
+96
+74% +$49K 0.06% 78
2023
Q2
$63.1K Buy
+129
New +$63.1K 0.05% 157