Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,132
Closed -$501K 294
2023
Q4
$501K Buy
3,132
+298
+11% +$47.7K 0.02% 236
2023
Q3
$423K Sell
2,834
-2,711
-49% -$404K 0.02% 228
2023
Q2
$865K Buy
+5,545
New +$865K 0.04% 188