Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,426
Closed -$261K 873
2024
Q1
$261K Buy
+14,426
New +$261K 0.07% 456
2023
Q3
Sell
-7,366
Closed -$304K 590
2023
Q2
$304K Buy
7,366
+328
+5% +$13.5K 0.16% 271
2023
Q1
$238K Buy
+7,038
New +$238K 0.08% 375