Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,000
Closed -$525K 341
2024
Q2
$525K Sell
2,000
-1,750
-47% -$459K 0.07% 103
2024
Q1
$1.05M Buy
3,750
+2,150
+134% +$600K 0.16% 78
2023
Q4
$417K Buy
+1,600
New +$417K 0.08% 104
2023
Q3
Hold
0
389