Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,563
Closed -$223K 525
2024
Q1
$223K Sell
3,563
-8,510
-70% -$531K 0.05% 496
2023
Q4
$676K Buy
+12,073
New +$676K 0.18% 207
2023
Q3
Sell
-4,440
Closed -$285K 509
2023
Q2
$285K Buy
+4,440
New +$285K 0.35% 119