Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-67,900
Closed -$452K 370
2024
Q1
$452K Buy
+67,900
New +$452K 0.32% 98
2023
Q3
Sell
-28,585
Closed -$355K 286
2023
Q2
$355K Hold
28,585
0.24% 113
2023
Q1
$259K Buy
+28,585
New +$259K 0.18% 152