Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,700
Closed -$2.53M 601
2024
Q1
$2.53M Sell
9,700
-87,641
-90% -$22.8M 0.02% 397
2023
Q4
$19.4M Buy
97,341
+40,949
+73% +$8.17M 0.18% 134
2023
Q3
$9.59M Sell
56,392
-15,102
-21% -$2.57M 0.11% 176
2023
Q2
$14.8M Buy
+71,494
New +$14.8M 0.16% 144