Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,640
Closed -$919K 41
2024
Q1
$919K Hold
2,640
1.06% 35
2023
Q4
$770K Buy
+2,640
New +$770K 0.97% 31