Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-77,304
Closed -$887K 566
2024
Q1
$887K Sell
77,304
-120,000
-61% -$1.38M 0.02% 359
2023
Q4
$3.34M Buy
+197,304
New +$3.34M 0.1% 189