Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-143,700
Closed -$1.75M 748
2024
Q1
$1.75M Buy
143,700
+118,300
+466% +$1.44M 0.42% 36
2023
Q4
$403K Sell
25,400
-5,000
-16% -$79.3K 0.11% 312
2023
Q3
$407K Buy
+30,400
New +$407K 0.14% 244