Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,479
Closed -$209K 791
2024
Q2
$209K Buy
+11,479
New +$209K 0.01% 530
2024
Q1
Sell
-10,024
Closed -$178K 903
2023
Q4
$178K Sell
10,024
-11,551
-54% -$205K 0.01% 655
2023
Q3
$203K Buy
21,575
+9,483
+78% +$89.2K 0.02% 660
2023
Q2
$136K Buy
+12,092
New +$136K 0.01% 697