Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-995
Closed -$361K 152
2023
Q4
$361K Buy
995
+232
+30% +$84.2K 0.01% 200
2023
Q3
$227K Sell
763
-147
-16% -$43.7K 0.01% 222
2023
Q2
$301K Buy
+910
New +$301K 0.01% 189