Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,190
Closed -$966K 603
2024
Q1
$966K Sell
16,190
-971
-6% -$57.9K 0.03% 317
2023
Q4
$1.05M Buy
17,161
+300
+2% +$18.3K 0.04% 304
2023
Q3
$890K Buy
+16,861
New +$890K 0.04% 322