Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-14,523
Closed -$1.01M 1252
2024
Q2
$1.01M Sell
14,523
-27,027
-65% -$1.87M 0.03% 682
2024
Q1
$3.33M Buy
+41,550
New +$3.33M 0.13% 264