Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,466
Closed -$269K 93
2023
Q4
$269K Sell
2,466
-92
-4% -$10K 0.14% 86
2023
Q3
$263K Buy
+2,558
New +$263K 0.15% 81