Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,573
Closed -$246K 130
2024
Q2
$246K Hold
1,573
0.71% 31
2024
Q1
$248K Hold
1,573
0.67% 30
2023
Q4
$235K Buy
+1,573
New +$235K 0.3% 46