Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,942
Closed -$169K 52
2024
Q1
$169K Buy
+22,942
New +$169K 0.11% 47
2023
Q3
Sell
-265,904
Closed -$2.45M 47
2023
Q2
$2.45M Buy
+265,904
New +$2.45M 1.8% 30