Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-84,044
Closed -$1.09M 173
2024
Q2
$1.09M Sell
84,044
-93,395
-53% -$1.22M 3.16% 7
2024
Q1
$2.94M Sell
177,439
-93,768
-35% -$1.55M 7.95% 2
2023
Q4
$4.82M Buy
+271,207
New +$4.82M 6.08% 2