Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-970
Closed -$230K 218
2024
Q1
$230K Buy
+970
New +$230K 0.21% 35
2014
Q3
Sell
-415
Closed -$44K 2802
2014
Q2
$44K Buy
+415
New +$44K 0.09% 176