Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,610
Closed -$222K 291
2024
Q2
$222K Sell
1,610
-164
-9% -$22.6K 0.04% 226
2024
Q1
$202K Buy
+1,774
New +$202K 0.04% 224