Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-100,636
Closed -$4.45M 105
2024
Q1
$4.45M Hold
100,636
1.03% 59
2023
Q4
$3.48M Buy
+100,636
New +$3.48M 0.84% 83