Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,602
Closed -$345K 241
2024
Q2
$345K Buy
4,602
+37
+0.8% +$2.77K 0.06% 165
2024
Q1
$393K Buy
4,565
+1,172
+35% +$101K 0.07% 156
2023
Q4
$235K Buy
+3,393
New +$235K 0.06% 183