Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,462
Closed -$272K 364
2024
Q1
$272K Sell
3,462
-1,725
-33% -$135K 0.02% 259
2023
Q4
$385K Buy
+5,187
New +$385K 0.04% 211