Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$348K 97
2024
Q1
$348K Sell
1,000
-500
-33% -$174K 0.06% 83
2023
Q4
$437K Hold
1,500
0.07% 86
2023
Q3
$397K Buy
+1,500
New +$397K 0.07% 76