Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,087
Closed -$227K 448
2024
Q1
$227K Sell
2,087
-4,855
-70% -$528K 0.02% 407
2023
Q4
$822K Buy
+6,942
New +$822K 0.03% 296