Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,500
Closed -$102K 205
2023
Q4
$102K Hold
1,500
0.07% 74
2023
Q3
$85.3K Hold
1,500
0.06% 75
2023
Q2
$89.5K Sell
1,500
-3,800
-72% -$227K 0.06% 83
2023
Q1
$313K Buy
+5,300
New +$313K 0.19% 56