Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,658
Closed -$100K 246
2024
Q1
$100K Sell
4,658
-1,485
-24% -$31.9K 0.03% 115
2023
Q4
$132K Hold
6,143
0.04% 110
2023
Q3
$123K Buy
+6,143
New +$123K 0.04% 108