Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,760
Closed -$122K 868
2023
Q4
$122K Buy
+4,760
New +$122K ﹤0.01% 641
2023
Q3
Sell
-4,760
Closed -$140K 842
2023
Q2
$140K Hold
4,760
﹤0.01% 363
2023
Q1
$128K Buy
+4,760
New +$128K ﹤0.01% 356