Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,000
Closed -$260K 274
2024
Q1
$260K Buy
4,000
+2,500
+167% +$163K 0.16% 126
2023
Q4
$122K Hold
1,500
0.08% 204
2023
Q3
$96K Buy
+1,500
New +$96K 0.07% 228