Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$211K Sell
2,806
-23,234
-89% -$1.75M ﹤0.01% 137
2024
Q2
$1.89M Buy
+26,040
New +$1.89M 0.03% 98
2024
Q1
Hold
0
314
2023
Q4
Sell
-99,402
Closed -$4.57M 179
2023
Q3
$4.57M Buy
+99,402
New +$4.57M 0.12% 14