Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,782
Closed -$297K 56
2023
Q4
$297K Buy
6,782
+61
+0.9% +$2.68K 0.15% 78
2023
Q3
$298K Buy
+6,721
New +$298K 0.17% 71