Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,800
Closed -$1.12M 476
2024
Q1
$1.12M Buy
+29,800
New +$1.12M 0.27% 121
2023
Q1
Sell
-14,416
Closed -$504K 490
2022
Q4
$504K Buy
+14,416
New +$504K 0.35% 95