Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,500
Closed -$256K 472
2023
Q4
$256K Hold
13,500
0.11% 148
2023
Q3
$224K Buy
13,500
+6,000
+80% +$99.6K 0.11% 141
2023
Q2
$135K Buy
7,500
+4,000
+114% +$72K 0.07% 201
2023
Q1
$62K Buy
+3,500
New +$62K 0.03% 242