Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,104
Closed -$2.69M 143
2024
Q1
$2.69M Sell
16,104
-10,412
-39% -$1.74M 0.02% 123
2023
Q4
$5.2M Buy
+26,516
New +$5.2M 0.05% 107