Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-87,189
Closed -$3.78M 49
2024
Q1
$3.78M Buy
87,189
+25,402
+41% +$1.1M 2.39% 18
2023
Q4
$2.57M Buy
+61,787
New +$2.57M 1.8% 28