Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,179
Closed -$383K 503
2023
Q4
$383K Buy
4,179
+1,769
+73% +$162K 0.08% 141
2023
Q3
$170K Buy
+2,410
New +$170K 0.02% 316