Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,324
Closed -$445K 90
2024
Q1
$445K Sell
3,324
-350
-10% -$46.9K 0.28% 54
2023
Q4
$468K Sell
3,674
-1,250
-25% -$159K 0.45% 47
2023
Q3
$625K Sell
4,924
-5,700
-54% -$723K 0.69% 37
2023
Q2
$1.16M Buy
+10,624
New +$1.16M 1.22% 23