Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,260
Closed -$1.26M 59
2024
Q1
$1.26M Buy
+14,260
New +$1.26M 2.26% 11
2022
Q1
Sell
-2,885
Closed -$428K 91
2021
Q4
$428K Buy
+2,885
New +$428K 0.63% 34