Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,000
Closed -$376K 12
2023
Q4
$376K Hold
5,000
1.16% 10
2023
Q3
$268K Buy
+5,000
New +$268K 0.72% 15