Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-537
Closed -$314K 459
2024
Q1
$314K Sell
537
-26
-5% -$15.2K 0.17% 146
2023
Q4
$247K Buy
+563
New +$247K 0.15% 180