Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,026
Closed -$1.67M 329
2024
Q1
$1.67M Sell
4,026
-3,786
-48% -$1.57M 0.07% 186
2023
Q4
$2.57M Hold
7,812
0.06% 237
2023
Q3
$2.45M Buy
+7,812
New +$2.45M 0.05% 267