Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-32,191
Closed -$826K 162
2024
Q1
$826K Buy
32,191
+566
+2% +$14.5K 0.1% 138
2023
Q4
$824K Buy
+31,625
New +$824K 0.11% 130