Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,250
Closed -$364K 48
2024
Q1
$364K Hold
21,250
0.11% 39
2023
Q4
$402K Sell
21,250
-11,650
-35% -$221K 0.08% 40
2023
Q3
$542K Buy
+32,900
New +$542K 0.09% 49