Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,599
Closed -$233K 716
2024
Q2
$233K Hold
1,599
0.01% 604
2024
Q1
$230K Sell
1,599
-1,474
-48% -$212K 0.01% 609
2023
Q4
$287K Buy
+3,073
New +$287K 0.01% 510
2023
Q3
Sell
-4,549
Closed -$511K 652
2023
Q2
$511K Buy
+4,549
New +$511K 0.03% 395