Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,528
Closed -$376K 433
2024
Q3
$376K Buy
10,528
+2,566
+32% +$91.6K 0.1% 248
2024
Q2
$250K Buy
+7,962
New +$250K 0.09% 259