Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,071
Closed -$223K 266
2024
Q2
$223K Sell
3,071
-156
-5% -$11.3K 0.06% 239
2024
Q1
$248K Buy
+3,227
New +$248K 0.07% 234