Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-38,630
Closed -$1.07M 92
2024
Q1
$1.07M Buy
+38,630
New +$1.07M 0.67% 35
2023
Q2
Sell
-4,690
Closed -$235K 84
2023
Q1
$235K Hold
4,690
0.25% 64
2022
Q4
$235K Buy
+4,690
New +$235K 0.25% 64