Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-35,489
Closed -$379K 222
2024
Q3
$379K Buy
35,489
+17,451
+97% +$187K 0.21% 203
2024
Q2
$197K Buy
+18,038
New +$197K 0.12% 365