Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-763
Closed -$277K 365
2024
Q1
$277K Sell
763
-187
-20% -$67.9K 0.01% 304
2023
Q4
$284K Buy
+950
New +$284K 0.01% 303