Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-27,298
Closed -$215K 1527
2024
Q2
$215K Hold
27,298
﹤0.01% 746
2024
Q1
$223K Hold
27,298
﹤0.01% 712
2023
Q4
$189K Buy
+27,298
New +$189K ﹤0.01% 667