Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-45,499
Closed -$281K 798
2023
Q4
$281K Buy
45,499
+6,079
+15% +$37.5K 0.02% 561
2023
Q3
$205K Buy
+39,420
New +$205K 0.02% 655