Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,000
Closed -$356K 51
2024
Q3
$356K Hold
3,000
0.12% 46
2024
Q2
$414K Hold
3,000
0.14% 34
2024
Q1
$342K Buy
+3,000
New +$342K 0.11% 40