Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,056
Closed -$14K 2891
2024
Q1
$14K Sell
4,056
-1,246
-24% -$4.3K 0.01% 1362
2023
Q4
$24K Buy
+5,302
New +$24K 0.02% 1132