Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-930
Closed -$185K 369
2024
Q1
$185K Sell
930
-2,301
-71% -$458K 0.02% 247
2023
Q4
$668K Buy
+3,231
New +$668K 0.06% 116