Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-63,274
Closed -$2.79M 52
2024
Q1
$2.79M Buy
63,274
+2,790
+5% +$123K 1.96% 13
2023
Q4
$3.04M Buy
+60,484
New +$3.04M 2.29% 12