Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-38,711
Closed -$3.32M 277
2024
Q1
$3.32M Buy
38,711
+1,276
+3% +$110K 0.28% 85
2023
Q4
$3.09M Sell
37,435
-626
-2% -$51.6K 0.23% 98
2023
Q3
$2.92M Buy
+38,061
New +$2.92M 0.21% 104