Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,400
Closed -$120K 325
2024
Q2
$120K Hold
2,400
0.01% 160
2024
Q1
$137K Hold
2,400
0.01% 157
2023
Q4
$110K Hold
2,400
0.01% 157
2023
Q3
$107K Hold
2,400
0.01% 147
2023
Q2
$113K Hold
2,400
0.01% 154
2023
Q1
$118K Buy
+2,400
New +$118K 0.01% 147