Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,335
Closed -$290K 285
2023
Q4
$290K Sell
4,335
-144
-3% -$9.65K 0.09% 209
2023
Q3
$239K Buy
4,479
+359
+9% +$19.2K 0.08% 230
2023
Q2
$236K Buy
+4,120
New +$236K 0.07% 248