Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-62,718
Closed -$2.34M 313
2024
Q1
$2.34M Buy
62,718
+12,806
+26% +$477K 1.01% 22
2023
Q4
$2.45M Buy
+49,912
New +$2.45M 0.87% 39