Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-25,000
Closed -$375K 350
2023
Q4
$375K Hold
25,000
0.04% 237
2023
Q3
$264K Hold
25,000
0.03% 255
2023
Q2
$240K Hold
25,000
0.03% 256
2023
Q1
$232K Sell
25,000
-63
-0.3% -$584 0.04% 251
2022
Q4
$276K Buy
+25,063
New +$276K 0.05% 206