Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
446
2024
Q1
Hold
0
320
2023
Q4
Hold
0
309
2023
Q3
Sell
-12,000
Closed -$815K 310
2023
Q2
$815K Buy
+12,000
New +$815K 0.02% 114