Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,500
Closed -$40K 510
2023
Q4
$40K Hold
2,500
0.02% 273
2023
Q3
$33K Hold
2,500
0.02% 262
2023
Q2
$34K Hold
2,500
0.02% 263
2023
Q1
$40K Buy
+2,500
New +$40K 0.02% 262