Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,200
Closed -$237K 311
2024
Q1
$237K Hold
1,200
0.02% 288
2023
Q4
$210K Buy
+1,200
New +$210K 0.02% 287