Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-362
Closed -$5K 3063
2024
Q1
$5K Sell
362
-1,158
-76% -$16K ﹤0.01% 2718
2023
Q4
$21K Sell
1,520
-108
-7% -$1.49K ﹤0.01% 2621
2023
Q3
$25K Hold
1,628
﹤0.01% 2545
2023
Q2
$43K Buy
+1,628
New +$43K ﹤0.01% 2389