Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,000
Closed -$351K 165
2024
Q2
$351K Buy
20,000
+10,000
+100% +$176K 0.2% 102
2024
Q1
$179K Buy
+10,000
New +$179K 0.11% 143