Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,502
Closed -$2.78M 80
2024
Q1
$2.78M Buy
5,502
+5,008
+1,014% +$2.53M 0.84% 48
2023
Q4
$295K Buy
+494
New +$295K 0.1% 72