Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-47
Closed -$8.08K 448
2024
Q2
$8.08K Sell
47
-3,546
-99% -$610K ﹤0.01% 514
2024
Q1
$936K Sell
3,593
-138
-4% -$36K 0.12% 208
2023
Q4
$744K Buy
+3,731
New +$744K 0.1% 229