Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,609
Closed -$1.35M 144
2024
Q1
$1.35M Sell
7,609
-8,779
-54% -$1.56M 0.56% 61
2023
Q4
$2.33M Buy
+16,388
New +$2.33M 1.02% 26