Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,100
Closed -$476K 1330
2024
Q2
$476K Buy
4,100
+2,100
+105% +$244K 0.28% 104
2024
Q1
$230K Buy
+2,000
New +$230K 0.55% 6