Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-46,200
Closed -$206K 308
2024
Q1
$206K Hold
46,200
0.06% 223
2023
Q4
$225K Sell
46,200
-12,000
-21% -$58.4K 0.07% 213
2023
Q3
$290K Buy
+58,200
New +$290K 0.1% 189