Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,115
Closed -$252K 179
2024
Q1
$252K Hold
11,115
0.1% 148
2023
Q4
$276K Hold
11,115
0.13% 128
2023
Q3
$190K Hold
11,115
0.11% 168
2023
Q2
$184K Sell
11,115
-380
-3% -$6.3K 0.11% 178
2023
Q1
$202K Buy
+11,495
New +$202K 0.13% 188