Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-40,691
Closed -$2.15M 1150
2024
Q1
$2.15M Buy
40,691
+15,435
+61% +$815K 0.56% 27
2023
Q4
$1.1M Buy
+25,256
New +$1.1M 0.27% 42