Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,071
Closed -$145K 65
2023
Q4
$145K Buy
10,071
+15
+0.1% +$216 0.04% 59
2023
Q3
$108K Buy
+10,056
New +$108K 0.04% 59