Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,000
Closed -$209K 266
2024
Q1
$209K Hold
15,000
0.01% 200
2023
Q4
$209K Buy
15,000
+5,000
+50% +$69.7K 0.02% 196
2023
Q3
$131K Buy
10,000
+2,000
+25% +$26.2K 0.01% 230
2023
Q2
$124K Buy
+8,000
New +$124K 0.01% 254