Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-115,307
Closed -$1.19M 2009
2024
Q1
$1.19M Buy
115,307
+38,076
+49% +$391K ﹤0.01% 1370
2023
Q4
$640K Buy
+77,231
New +$640K ﹤0.01% 1488