Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$167K Hold
1,000
0.15% 101
2024
Q1
$160K Hold
1,000
0.15% 106
2023
Q4
$145K Sell
1,000
-1,000
-50% -$145K 0.13% 102
2023
Q3
$226K Buy
+2,000
New +$226K 0.21% 86