Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1764
2023
Q4
Hold
0
1779
2023
Q3
Hold
0
1721
2023
Q2
Hold
0
1655
2022
Q2
Sell
-12,780
Closed -$159K 1842
2022
Q1
$159K Buy
+12,780
New +$159K ﹤0.01% 1238