Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,000
Closed -$1.04M 54
2024
Q1
$1.04M Buy
3,000
+900
+43% +$312K 0.64% 19
2023
Q4
$961K Buy
+2,100
New +$961K 0.47% 18