Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,650
Closed -$225K 62
2023
Q4
$225K Hold
1,650
0.08% 51
2023
Q3
$226K Hold
1,650
0.11% 48
2023
Q2
$211K Buy
+1,650
New +$211K 0.09% 49