Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-800
Closed -$58K 238
2023
Q4
$58K Hold
800
0.03% 129
2023
Q3
$60K Hold
800
0.04% 114
2023
Q2
$65K Buy
+800
New +$65K 0.04% 85