Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-73,014
Closed -$1.12M 603
2024
Q1
$1.12M Sell
73,014
-174,135
-70% -$2.68M 0.12% 203
2023
Q4
$2.93M Buy
247,149
+5,074
+2% +$60.1K 0.33% 81
2023
Q3
$2.25M Buy
242,075
+1,103
+0.5% +$10.3K 0.26% 99
2023
Q2
$2.51M Buy
+240,972
New +$2.51M 0.31% 78