Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,415
Closed -$251K 73
2023
Q4
$251K Hold
2,415
0.15% 60
2023
Q3
$210K Buy
+2,415
New +$210K 0.15% 62
2023
Q1
$225K Buy
+2,415
New +$225K 0.16% 64