Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,458
Closed -$233K 638
2024
Q1
$233K Sell
2,458
-438
-15% -$41.5K 0.06% 486
2023
Q4
$255K Buy
+2,896
New +$255K 0.07% 433