Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-73,911
Closed -$207K 355
2023
Q4
$207K Hold
73,911
0.01% 339
2023
Q3
$191K Hold
73,911
0.01% 323
2023
Q2
$235K Buy
+73,911
New +$235K 0.01% 321