Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,500
Closed -$354K 244
2024
Q1
$354K Hold
5,500
0.05% 159
2023
Q4
$316K Hold
5,500
0.05% 159
2023
Q3
$317K Hold
5,500
0.05% 153
2023
Q2
$329K Buy
+5,500
New +$329K 0.05% 159