Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,000
Closed -$187K 59
2024
Q1
$187K Hold
10,000
0.05% 56
2023
Q4
$189K Hold
10,000
0.05% 59
2023
Q3
$220K Hold
10,000
0.06% 57
2023
Q2
$195K Hold
10,000
0.05% 73
2023
Q1
$184K Hold
10,000
0.05% 78
2022
Q4
$178K Hold
10,000
0.05% 84
2022
Q3
$171K Hold
10,000
0.05% 87
2022
Q2
$223K Hold
10,000
0.06% 90
2022
Q1
$222K Buy
+10,000
New +$222K 0.06% 97