Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,845
Closed -$285K 834
2024
Q2
$285K Buy
4,845
+596
+14% +$35.1K 0.08% 426
2024
Q1
$207K Buy
+4,249
New +$207K 0.05% 508