Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-64,704
Closed -$2.71M 36
2024
Q1
$2.71M Sell
64,704
-72,882
-53% -$3.05M 1.42% 26
2023
Q4
$4.79M Buy
+137,586
New +$4.79M 2.53% 21
2023
Q3
Sell
-308,813
Closed -$9.88M 23
2023
Q2
$9.88M Buy
+308,813
New +$9.88M 4.48% 13