Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,928
Closed -$732K 773
2023
Q4
$732K Hold
3,928
0.02% 355
2023
Q3
$786K Buy
+3,928
New +$786K 0.03% 310