Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,983
Closed -$196K 77
2024
Q1
$196K Buy
27,983
+8,097
+41% +$56.8K 0.12% 152
2023
Q4
$218K Buy
19,886
+7,012
+54% +$76.8K 0.15% 143
2023
Q3
$141K Buy
+12,874
New +$141K 0.12% 151