Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,720
Closed -$282K 1489
2024
Q3
$282K Buy
+1,720
New +$282K ﹤0.01% 1359
2024
Q2
Hold
0
1697
2024
Q1
Hold
0
1590
2023
Q4
Hold
0
1673
2023
Q3
Sell
-20,066
Closed -$2.02M 1539
2023
Q2
$2.02M Buy
+20,066
New +$2.02M 0.06% 266