Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,061
Closed -$1.7M 40
2024
Q1
$1.7M Sell
18,061
-248
-1% -$23.3K 1.62% 20
2023
Q4
$1.99M Buy
+18,309
New +$1.99M 2.04% 19