Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,238
Closed -$1.06M 350
2024
Q1
$1.06M Buy
11,238
+1,668
+17% +$157K 0.13% 141
2023
Q4
$703K Buy
+9,570
New +$703K 0.11% 170