Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-37,656
Closed -$450K 80
2024
Q1
$450K Buy
37,656
+26,161
+228% +$313K 1.48% 13
2023
Q4
$143K Buy
+11,495
New +$143K 0.43% 121