Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-44,880
Closed -$1.02M 54
2024
Q1
$1.02M Buy
+44,880
New +$1.02M 0.52% 46
2023
Q4
Sell
-25,420
Closed -$435K 55
2023
Q3
$435K Sell
25,420
-59,680
-70% -$1.02M 0.21% 48
2023
Q2
$1.41M Buy
+85,100
New +$1.41M 0.74% 38