Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,163
Closed -$350K 154
2023
Q4
$350K Hold
1,163
0.01% 148
2023
Q3
$333K Hold
1,163
0.01% 144
2023
Q2
$326K Buy
+1,163
New +$326K 0.01% 143