Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,900
Closed -$200K 189
2024
Q1
$200K Hold
1,900
0.03% 213
2023
Q4
$226K Buy
+1,900
New +$226K 0.05% 184