Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,000
Closed -$500K 29
2024
Q1
$500K Hold
4,000
0.21% 27
2023
Q4
$301K Buy
+4,000
New +$301K 0.16% 24