Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-94,900
Closed -$273K 51
2024
Q1
$273K Hold
94,900
0.44% 34
2023
Q4
$264K Sell
94,900
-53,332
-36% -$149K 0.44% 34
2023
Q3
$359K Hold
148,232
0.65% 33
2023
Q2
$350K Buy
+148,232
New +$350K 0.65% 32