Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,065
Closed -$205K 90
2024
Q1
$205K Hold
3,065
0.56% 61
2023
Q4
$188K Buy
+3,065
New +$188K 0.24% 83