Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,117
Closed -$173K 366
2024
Q1
$173K Sell
22,117
-16,327
-42% -$128K ﹤0.01% 400
2023
Q4
$399K Sell
38,444
-28,265
-42% -$294K 0.01% 230
2023
Q3
$817K Buy
+66,709
New +$817K 0.02% 136