Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$2.36M Buy
+289,749
New +$2.36M 1.06% 30
2024
Q1
Sell
-455,494
Closed -$2.5M 53
2023
Q4
$2.5M Sell
455,494
-7,636
-2% -$41.9K 0.97% 34
2023
Q3
$2.42M Buy
+463,130
New +$2.42M 0.93% 35