Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,800
Closed -$1.09M 632
2024
Q1
$1.09M Sell
1,800
-380
-17% -$231K 0.26% 128
2023
Q4
$1.06M Sell
2,180
-2,120
-49% -$1.03M 0.28% 107
2023
Q3
$1.62M Buy
4,300
+3,700
+617% +$1.4M 0.57% 26
2023
Q2
$264K Buy
+600
New +$264K 0.33% 137