Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,503
Closed -$214K 976
2024
Q2
$214K Buy
+1,503
New +$214K 0.01% 886
2024
Q1
Sell
-1,798
Closed -$233K 898
2023
Q4
$233K Sell
1,798
-241
-12% -$31.3K 0.01% 787
2023
Q3
$332K Buy
2,039
+321
+19% +$52.3K 0.03% 574
2023
Q2
$315K Buy
+1,718
New +$315K 0.03% 580