Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,400
Closed -$272K 74
2024
Q1
$272K Sell
1,400
-1,000
-42% -$195K 0.1% 69
2023
Q4
$447K Hold
2,400
0.18% 60
2023
Q3
$480K Hold
2,400
0.2% 57
2023
Q2
$599K Hold
2,400
0.25% 49
2023
Q1
$611K Buy
+2,400
New +$611K 0.28% 56