Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-25,851
Closed -$292K 1912
2023
Q4
$292K Hold
25,851
0.05% 114
2023
Q3
$288K Buy
+25,851
New +$288K 0.07% 83