Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,769
Closed -$540K 313
2024
Q2
$540K Buy
+5,769
New +$540K 0.01% 240
2024
Q1
Hold
0
284
2023
Q4
Hold
0
143
2023
Q3
Hold
0
192
2023
Q2
Hold
0
152
2023
Q1
Hold
0
103