Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,478
Closed -$427K 328
2024
Q1
$427K Buy
+3,478
New +$427K 0.24% 140
2023
Q4
Sell
-17,357
Closed -$2M 315
2023
Q3
$2M Buy
+17,357
New +$2M 1.27% 1
2023
Q2
Sell
-4,228
Closed -$484K 253
2023
Q1
$484K Buy
+4,228
New +$484K 0.62% 65