Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,944
Closed -$558K 413
2024
Q1
$558K Buy
5,944
+1,753
+42% +$165K 0.11% 205
2023
Q4
$308K Sell
4,191
-884
-17% -$65K 0.05% 194
2023
Q3
$316K Buy
+5,075
New +$316K 0.1% 178