Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-41,479
Closed -$4.59M 278
2024
Q1
$4.59M Buy
41,479
+629
+2% +$69.5K 0.71% 26
2023
Q4
$3.54M Buy
+40,850
New +$3.54M 0.63% 72