Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,463
Closed -$658K 82
2024
Q2
$658K Sell
4,463
-5,537
-55% -$817K 0.63% 31
2024
Q1
$1.53M Buy
10,000
+5,000
+100% +$763K 1.99% 17
2023
Q4
$721K Buy
+5,000
New +$721K 0.91% 36