Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,250
Closed -$121K 2422
2024
Q1
$121K Buy
3,250
+48
+1% +$1.79K 0.08% 403
2023
Q4
$106K Buy
3,202
+835
+35% +$27.6K 0.07% 456
2023
Q3
$66K Hold
2,367
0.05% 636
2023
Q2
$76K Buy
+2,367
New +$76K 0.06% 594