Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,152
Closed -$2.71M 249
2024
Q1
$2.71M Buy
29,152
+19,773
+211% +$1.84M 0.99% 22
2023
Q4
$801K Buy
+9,379
New +$801K 0.34% 78