Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,904
Closed -$38.3K 1987
2024
Q1
$38.3K Buy
1,904
+383
+25% +$7.71K ﹤0.01% 1863
2023
Q4
$59.6K Hold
1,521
﹤0.01% 1860
2023
Q3
$54.6K Hold
1,521
﹤0.01% 1859
2023
Q2
$70.7K Sell
1,521
-235
-13% -$10.9K ﹤0.01% 1844
2023
Q1
$149K Buy
+1,756
New +$149K ﹤0.01% 1645