Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,775
Closed -$736K 133
2024
Q1
$736K Buy
3,775
+742
+24% +$145K 0.46% 51
2023
Q4
$469K Buy
+3,033
New +$469K 0.33% 58