Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,545
Closed -$548K 239
2024
Q2
$548K Buy
7,545
+500
+7% +$36.3K 0.06% 128
2024
Q1
$542K Buy
7,045
+245
+4% +$18.9K 0.07% 119
2023
Q4
$419K Buy
+6,800
New +$419K 0.06% 133