Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-55,400
Closed -$708K 720
2024
Q1
$708K Buy
55,400
+41,200
+290% +$527K 0.17% 205
2023
Q4
$161K Buy
+14,200
New +$161K 0.04% 563
2023
Q3
Sell
-17,300
Closed -$160K 589
2023
Q2
$160K Buy
+17,300
New +$160K 0.2% 222