Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,650
Closed -$166K 850
2023
Q4
$166K Sell
14,650
-7,541
-34% -$85.7K 0.01% 802
2023
Q3
$198K Buy
+22,191
New +$198K 0.01% 747