Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$427K Sell
4,827
-315
-6% -$27.8K 0.87% 36
2024
Q2
$388K Sell
5,142
-136
-3% -$10.3K 0.84% 34
2024
Q1
$649K Sell
5,278
-108
-2% -$13.3K 0.75% 16
2023
Q4
$585K Buy
+5,386
New +$585K 1.35% 21