Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,000
Closed -$57.8K 203
2023
Q4
$57.8K Hold
3,000
0.04% 100
2023
Q3
$45.6K Hold
3,000
0.03% 108
2023
Q2
$62.2K Hold
3,000
0.04% 105
2023
Q1
$71K Buy
+3,000
New +$71K 0.04% 137