Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$607K 257
2024
Q1
$607K Hold
1,000
0.01% 188
2023
Q4
$487K Hold
1,000
0.01% 195
2023
Q3
$378K Hold
1,000
0.01% 208
2023
Q2
$440K Hold
1,000
0.01% 202
2023
Q1
$345K Hold
1,000
﹤0.01% 206
2022
Q4
$295K Hold
1,000
﹤0.01% 214
2022
Q3
$235K Buy
+1,000
New +$235K ﹤0.01% 223