Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-91,274
Closed -$3.4M 14
2024
Q1
$3.4M Buy
91,274
+26,508
+41% +$988K 0.34% 89
2023
Q4
$3.18M Buy
+64,766
New +$3.18M 0.34% 90
2023
Q3
Sell
-136,430
Closed -$2.09M 535
2023
Q2
$2.09M Buy
+136,430
New +$2.09M 0.26% 146