Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,479
Closed -$1.04M 694
2024
Q1
$1.04M Sell
5,479
-262
-5% -$49.7K 0.05% 299
2023
Q4
$1.03M Buy
+5,741
New +$1.03M 0.06% 284