Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-14,141
Closed -$95.6K 919
2024
Q1
$95.6K Hold
14,141
﹤0.01% 795
2023
Q4
$86.5K Buy
14,141
+2,271
+19% +$13.9K ﹤0.01% 838
2023
Q3
$85.6K Buy
+11,870
New +$85.6K ﹤0.01% 790