Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,120
Closed -$237K 99
2024
Q2
$237K Sell
4,120
-15,495
-79% -$892K 0.07% 94
2024
Q1
$1.25M Sell
19,615
-318
-2% -$20.3K 0.34% 39
2023
Q4
$1.26M Sell
19,933
-90
-0.4% -$5.68K 0.39% 38
2023
Q3
$1.34M Buy
+20,023
New +$1.34M 0.45% 34