Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-40,000
Closed -$2.68M 41
2024
Q1
$2.68M Hold
40,000
2.53% 12
2023
Q4
$2.46M Hold
40,000
1.63% 21
2023
Q3
$2.34M Buy
+40,000
New +$2.34M 1.35% 26