Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-600
Closed -$86.5K 212
2023
Q4
$86.5K Hold
600
0.06% 78
2023
Q3
$91.8K Hold
600
0.06% 73
2023
Q2
$81.6K Sell
600
-200
-25% -$27.2K 0.06% 88
2023
Q1
$116K Buy
+800
New +$116K 0.07% 107