Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-15,478
Closed -$348K 44
2024
Q1
$348K Hold
15,478
0.22% 27
2023
Q4
$304K Hold
15,478
0.2% 29
2023
Q3
$284K Hold
15,478
0.21% 29
2023
Q2
$163K Buy
+15,478
New +$163K 0.12% 37