Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,000
Closed -$235K 64
2024
Q1
$235K Hold
4,000
0.13% 54
2023
Q4
$216K Buy
+4,000
New +$216K 0.13% 50
2023
Q3
Sell
-4,000
Closed -$206K 54
2023
Q2
$206K Hold
4,000
0.14% 46
2023
Q1
$222K Hold
4,000
0.18% 44
2022
Q4
$212K Buy
+4,000
New +$212K 0.19% 52