Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,038
Closed -$295K 391
2024
Q1
$295K Buy
2,038
+395
+24% +$57.2K 0.01% 404
2023
Q4
$232K Buy
+1,643
New +$232K 0.01% 449
2022
Q3
Sell
-2,058
Closed -$259K 664
2022
Q2
$259K Buy
+2,058
New +$259K 0.01% 469