Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-225
Closed -$13K 261
2024
Q1
$13K Hold
225
0.01% 426
2023
Q4
$15.4K Hold
225
0.01% 442
2023
Q3
$12.8K Sell
225
-9,372
-98% -$533K ﹤0.01% 550
2023
Q2
$573K Buy
+9,597
New +$573K 0.2% 55