Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,039
Closed -$557K 272
2024
Q2
$557K Buy
4,039
+12
+0.3% +$1.66K 0.07% 211
2024
Q1
$460K Hold
4,027
0.06% 225
2023
Q4
$308K Buy
+4,027
New +$308K 0.05% 251