Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-61,655
Closed -$2.73M 687
2024
Q1
$2.73M Sell
61,655
-109
-0.2% -$4.83K 0.02% 336
2023
Q4
$3.28M Buy
+61,764
New +$3.28M 0.02% 324