Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,926
Closed -$799K 50
2024
Q1
$799K Buy
1,926
+200
+12% +$83K 0.04% 24
2023
Q4
$568K Buy
+1,726
New +$568K 0.03% 28