Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
-$387M 191
2024
Q2
Hold
0
20
2024
Q1
Sell
-1,000
Closed -$61.6K 673
2023
Q4
$61.6K Buy
+1,000
New +$61.6K 0.01% 298