Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
2039
2024
Q2
Hold
0
1921
2024
Q1
Sell
-4,697
Closed -$264K 1866
2023
Q4
$264K Buy
+4,697
New +$264K ﹤0.01% 1196
2023
Q3
Hold
0
1755