Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,423
Closed -$125K 160
2024
Q1
$125K Hold
9,423
0.05% 176
2023
Q4
$115K Buy
+9,423
New +$115K 0.05% 190