Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,000
Closed -$259K 661
2024
Q1
$259K Hold
6,000
0.02% 424
2023
Q4
$276K Buy
+6,000
New +$276K 0.02% 402
2023
Q2
Sell
-10,000
Closed -$420K 653
2023
Q1
$420K Buy
+10,000
New +$420K 0.03% 304