Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,630
Closed -$200K 89
2024
Q1
$200K Hold
1,630
0.54% 67
2023
Q4
$194K Buy
+1,630
New +$194K 0.25% 72