Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,743
Closed -$237K 195
2024
Q1
$237K Hold
1,743
0.17% 172
2023
Q4
$208K Buy
+1,743
New +$208K 0.16% 190