Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,303
Closed -$470K 286
2024
Q1
$470K Buy
5,303
+853
+19% +$75.7K 0.1% 63
2023
Q4
$407K Buy
+4,450
New +$407K 0.23% 54