Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-33,436
Closed -$1.25M 358
2024
Q1
$1.25M Sell
33,436
-160,299
-83% -$5.97M 0.1% 217
2023
Q4
$9.52M Buy
+193,735
New +$9.52M 0.82% 24
2022
Q2
Sell
-36,889
Closed -$1.73M 412
2022
Q1
$1.73M Buy
+36,889
New +$1.73M 0.31% 90