Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$254K Buy
+1,860
New +$254K 0.07% 145
2023
Q2
Sell
-2,345
Closed -$206K 167
2023
Q1
$206K Sell
2,345
-95
-4% -$8.35K 0.08% 150
2022
Q4
$245K Buy
+2,440
New +$245K 0.1% 134