Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,200
Closed -$162K 600
2024
Q1
$162K Buy
10,200
+1,249
+14% +$19.9K 0.16% 124
2023
Q4
$212K Buy
+8,951
New +$212K 0.13% 185