Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,195
Closed -$277K 193
2024
Q3
$277K Sell
4,195
-1,275
-23% -$84.1K 0.09% 168
2024
Q2
$315K Buy
+5,470
New +$315K 0.11% 155