Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,687
Closed -$1.08M 79
2024
Q1
$1.08M Buy
18,687
+2,306
+14% +$133K 0.27% 90
2023
Q4
$1.12M Buy
+16,381
New +$1.12M 0.37% 71