Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-133,438
Closed -$7.78M 716
2024
Q1
$7.78M Sell
133,438
-2,628
-2% -$153K 0.04% 236
2023
Q4
$8.57M Buy
+136,066
New +$8.57M 0.05% 218