Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,730
Closed -$1.25M 152
2024
Q1
$1.25M Buy
+17,730
New +$1.25M 0.12% 271
2023
Q2
Sell
-6,319
Closed -$586K 558
2023
Q1
$586K Sell
6,319
-795
-11% -$73.7K 0.07% 381
2022
Q4
$542K Buy
+7,114
New +$542K 0.06% 425