Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-371
Closed -$120K 76
2023
Q4
$120K Buy
+371
New +$120K 0.09% 69
2022
Q4
Sell
-110
Closed -$25K 77
2022
Q3
$25K Buy
+110
New +$25K 0.01% 145