Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
13
2024
Q1
Sell
-142,400
Closed -$3.07M 10
2023
Q4
$3.07M Sell
142,400
-6,000
-4% -$129K 3.23% 7
2023
Q3
$2.98M Buy
+148,400
New +$2.98M 0.73% 6