Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,373
Closed -$1.17M 1357
2024
Q1
$1.17M Sell
9,373
-10,732
-53% -$1.34M 0.01% 674
2023
Q4
$1.51M Buy
20,105
+725
+4% +$54.5K 0.01% 610
2023
Q3
$1.04M Buy
+19,380
New +$1.04M 0.01% 649