Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,772
Closed -$3.85M 326
2024
Q1
$3.85M Sell
29,772
-116
-0.4% -$15K 0.12% 132
2023
Q4
$3.42M Hold
29,888
0.12% 134
2023
Q3
$2.72M Hold
29,888
0.11% 144
2023
Q2
$3.37M Buy
+29,888
New +$3.37M 0.13% 131