Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-404
Closed -$245K 34
2024
Q1
$245K Buy
+404
New +$245K 0.1% 26
2023
Q4
Sell
-6,129
Closed -$2.31M 45
2023
Q3
$2.31M Buy
+6,129
New +$2.31M 0.53% 27