Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$874K Hold
4,148
0.53% 19
2024
Q1
$711K Hold
4,148
0.43% 21
2023
Q4
$799K Sell
4,148
-43
-1% -$8.28K 0.31% 28
2023
Q3
$718K Sell
4,191
-1,403
-25% -$240K 0.3% 27
2023
Q2
$1.09M Hold
5,594
0.45% 21
2023
Q1
$922K Buy
+5,594
New +$922K 0.44% 26