Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,000
Closed -$25K 134
2023
Q4
$25K Hold
9,000
0.01% 297
2023
Q3
$23K Hold
9,000
0.01% 269
2023
Q2
$28K Sell
9,000
-2,000
-18% -$6.22K 0.01% 268
2023
Q1
$31K Buy
+11,000
New +$31K 0.01% 271