Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,839
Closed -$424K 35
2024
Q2
$424K Buy
+5,839
New +$424K 4.58% 4
2021
Q1
Sell
-4,815
Closed -$246K 297
2020
Q4
$246K Buy
+4,815
New +$246K 0.25% 162