Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,674
Closed -$1.03M 489
2023
Q4
$1.03M Buy
13,674
+10,239
+298% +$773K 0.03% 269
2023
Q3
$208K Sell
3,435
-8,631
-72% -$523K 0.01% 551
2023
Q2
$870K Buy
+12,066
New +$870K 0.02% 323