Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-459
Closed -$201K 704
2023
Q4
$201K Sell
459
-375
-45% -$164K 0.01% 597
2023
Q3
$332K Hold
834
0.02% 463
2023
Q2
$286K Sell
834
-43
-5% -$14.7K 0.02% 506
2023
Q1
$239K Buy
+877
New +$239K 0.02% 469