Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,425
Closed -$305K 512
2024
Q2
$305K Buy
3,425
+367
+12% +$32.7K 0.01% 938
2024
Q1
$255K Buy
+3,058
New +$255K 0.01% 979