Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,700
Closed -$271K 278
2024
Q1
$271K Hold
4,700
0.02% 244
2023
Q4
$321K Hold
4,700
0.03% 225
2023
Q3
$267K Sell
4,700
-100
-2% -$5.69K 0.02% 227
2023
Q2
$286K Buy
+4,800
New +$286K 0.03% 228