Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,061
Closed -$224K 302
2024
Q3
$224K Sell
5,061
-2,100
-29% -$92.8K 0.07% 169
2024
Q2
$277K Buy
+7,161
New +$277K 0.08% 149