Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,450
Closed -$262K 306
2024
Q1
$262K Sell
10,450
-250
-2% -$6.28K 0.07% 241
2023
Q4
$268K Hold
10,700
0.07% 228
2023
Q3
$247K Hold
10,700
0.07% 227
2023
Q2
$254K Buy
+10,700
New +$254K 0.07% 221