Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,147
Closed -$216K 332
2024
Q3
$216K Buy
12,147
+1,863
+18% +$33.2K 0.07% 184
2024
Q2
$226K Buy
+10,284
New +$226K 0.06% 202