Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,266
Closed -$230K 367
2024
Q3
$230K Sell
1,266
-7
-0.5% -$1.27K 0.01% 335
2024
Q2
$201K Buy
+1,273
New +$201K 0.01% 345