Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-101,430
Closed -$3.2M 1845
2024
Q1
$3.2M Buy
101,430
+48,820
+93% +$1.54M 0.07% 213
2023
Q4
$1.54M Buy
+52,610
New +$1.54M 0.04% 299