Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-40,044
Closed -$216K 209
2024
Q2
$216K Hold
40,044
0.01% 193
2024
Q1
$275K Hold
40,044
0.01% 184
2023
Q4
$219K Hold
40,044
0.01% 196
2023
Q3
$135K Hold
40,044
0.01% 201
2023
Q2
$268K Hold
40,044
0.02% 185
2023
Q1
$308K Hold
40,044
0.03% 174
2022
Q4
$338K Hold
40,044
0.03% 132
2022
Q3
$364K Buy
+40,044
New +$364K 0.03% 136