Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-707
Closed -$583K 520
2024
Q2
$583K Sell
707
-1,193
-63% -$984K 0.14% 273
2024
Q1
$1.33M Hold
1,900
0.32% 92
2023
Q4
$1.1M Buy
+1,900
New +$1.1M 0.29% 93