Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-850
Closed -$104K 268
2024
Q1
$104K Hold
850
0.01% 181
2023
Q4
$74K Hold
850
0.01% 186
2023
Q3
$63K Buy
+850
New +$63K 0.01% 201