Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,545
Closed -$4.25M 118
2024
Q1
$4.25M Buy
29,545
+175
+0.6% +$25.2K 1.38% 14
2023
Q4
$2.74M Buy
+29,370
New +$2.74M 1.1% 17