Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,200
Closed -$200K 146
2024
Q1
$200K Hold
1,200
0.2% 138
2023
Q4
$236K Buy
+1,200
New +$236K 0.26% 120