Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,475
Closed -$269K 163
2023
Q4
$269K Buy
+2,475
New +$269K 0.18% 106
2023
Q2
Sell
-2,215
Closed -$272K 130
2023
Q1
$272K Hold
2,215
0.22% 88
2022
Q4
$259K Buy
+2,215
New +$259K 0.23% 89