Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-810
Closed -$281K 222
2024
Q3
$281K Sell
810
-90
-10% -$31.2K 0.03% 185
2024
Q2
$298K Sell
900
-37
-4% -$12.2K 0.03% 183
2024
Q1
$340K Hold
937
0.04% 173
2023
Q4
$281K Buy
+937
New +$281K 0.03% 180