Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,859
Closed -$297K 51
2024
Q2
$297K Sell
8,859
-42
-0.5% -$1.41K 0.22% 33
2024
Q1
$393K Hold
8,901
0.32% 29
2023
Q4
$447K Buy
+8,901
New +$447K 0.45% 25