Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,250
Closed -$311K 410
2024
Q2
$311K Buy
3,250
+72
+2% +$6.88K 0.01% 312
2024
Q1
$282K Buy
3,178
+12
+0.4% +$1.07K 0.01% 324
2023
Q4
$261K Buy
+3,166
New +$261K 0.01% 304