Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,226
Closed -$347K 828
2023
Q4
$347K Buy
1,226
+179
+17% +$50.7K ﹤0.01% 658
2023
Q3
$258K Buy
+1,047
New +$258K ﹤0.01% 678