Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,001
Closed -$2.03M 189
2024
Q1
$2.03M Hold
14,001
0.07% 110
2023
Q4
$1.98M Buy
14,001
+3,186
+29% +$450K 0.08% 114
2023
Q3
$1.45M Sell
10,815
-2,854
-21% -$383K 0.06% 116
2023
Q2
$1.96M Buy
+13,669
New +$1.96M 0.09% 110