Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,905,043
Closed -$3.78M 64
2024
Q1
$3.78M Hold
2,905,043
0.1% 52
2023
Q4
$3.63M Hold
2,905,043
0.09% 58
2023
Q3
$3.78M Buy
2,905,043
+91,558
+3% +$119K 0.1% 56
2023
Q2
$4.84M Buy
+2,813,485
New +$4.84M 0.13% 54