Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,190
Closed -$2.87M 704
2024
Q1
$2.87M Sell
8,190
-4,583
-36% -$1.6M 0.02% 328
2023
Q4
$2.75M Sell
12,773
-921
-7% -$198K 0.02% 446
2023
Q3
$2.88M Buy
+13,694
New +$2.88M 0.02% 399