Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,936
Closed -$481K 103
2023
Q4
$481K Buy
1,936
+109
+6% +$27.1K 0.25% 49
2023
Q3
$457K Buy
+1,827
New +$457K 0.26% 47