Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,206
Closed -$378K 131
2024
Q2
$378K Sell
2,206
-26
-1% -$4.46K 0.31% 79
2024
Q1
$406K Sell
2,232
-6
-0.3% -$1.09K 0.36% 68
2023
Q4
$347K Buy
+2,238
New +$347K 0.34% 67