Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,117
Closed -$1.03M 8
2024
Q1
$1.03M Hold
4,117
0.11% 8
2023
Q4
$952K Buy
4,117
+551
+15% +$127K 0.12% 8
2023
Q3
$695K Buy
+3,566
New +$695K 0.1% 13