Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,000
Closed -$221K 263
2024
Q1
$221K Sell
5,000
-5,000
-50% -$221K 0.03% 220
2023
Q4
$346K Hold
10,000
0.07% 116
2023
Q3
$254K Buy
+10,000
New +$254K 0.04% 162