Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-35,308
Closed -$2.72M 111
2024
Q1
$2.72M Buy
35,308
+195
+0.6% +$15K 2.11% 6
2023
Q4
$2.16M Buy
+35,113
New +$2.16M 2% 6