Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,780
Closed -$222K 3710
2024
Q1
$222K Buy
1,780
+103
+6% +$12.9K ﹤0.01% 2269
2023
Q4
$126K Sell
1,677
-7,323
-81% -$550K ﹤0.01% 2425
2023
Q3
$482K Buy
+9,000
New +$482K ﹤0.01% 1806