Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,187
Closed -$283K 482
2024
Q1
$283K Hold
3,187
﹤0.01% 389
2023
Q4
$291K Buy
3,187
+201
+7% +$18.4K 0.01% 379
2023
Q3
$234K Sell
2,986
-148
-5% -$11.6K ﹤0.01% 394
2023
Q2
$262K Hold
3,134
0.01% 381
2023
Q1
$275K Buy
+3,134
New +$275K 0.01% 382