Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,619
Closed -$98.7K 219
2024
Q2
$98.7K Buy
2,619
+285
+12% +$10.7K 0.06% 178
2024
Q1
$88.5K Sell
2,334
-285
-11% -$10.8K 0.05% 192
2023
Q4
$93K Buy
+2,619
New +$93K 0.06% 183