Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$601K 286
2024
Q3
$601K Hold
1,000
0.03% 174
2024
Q2
$543K Buy
+1,000
New +$543K 0.03% 196