Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,470
Closed -$164K 615
2024
Q2
$164K Sell
15,470
-11,230
-42% -$119K 0.04% 413
2024
Q1
$319K Buy
+26,700
New +$319K 0.08% 416
2023
Q2
Sell
-16,853
Closed -$162K 587
2023
Q1
$162K Buy
+16,853
New +$162K 0.06% 420