Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,344
Closed -$461K 580
2024
Q1
$461K Sell
21,344
-9,639
-31% -$208K 0.02% 344
2023
Q4
$689K Buy
+30,983
New +$689K 0.04% 311