Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-55,748
Closed -$488K 1803
2024
Q1
$488K Buy
+55,748
New +$488K ﹤0.01% 820
2023
Q4
Sell
-57,192
Closed -$2.17M 1789
2023
Q3
$2.17M Buy
57,192
+38,693
+209% +$1.47M ﹤0.01% 303
2023
Q2
$837K Buy
+18,499
New +$837K 0.03% 483