Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,481
Closed -$1.29M 92
2024
Q1
$1.29M Buy
8,481
+1,300
+18% +$198K 0.32% 84
2023
Q4
$1.04M Buy
+7,181
New +$1.04M 0.34% 81