Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,500
Closed -$74.6K 221
2023
Q4
$74.6K Hold
1,500
0.05% 84
2023
Q3
$80.5K Hold
1,500
0.06% 78
2023
Q2
$80.9K Hold
1,500
0.06% 91
2023
Q1
$80.5K Buy
+1,500
New +$80.5K 0.05% 130