Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,500
Closed -$661K 1057
2024
Q1
$661K Hold
7,500
﹤0.01% 904
2023
Q4
$554K Hold
7,500
﹤0.01% 928
2023
Q3
$427K Hold
7,500
﹤0.01% 958
2023
Q2
$474K Buy
+7,500
New +$474K ﹤0.01% 952