Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,324
Closed -$202K 196
2024
Q1
$202K Sell
1,324
-8,983
-87% -$1.37M ﹤0.01% 253
2023
Q4
$1.49M Sell
10,307
-2,807
-21% -$405K 0.01% 130
2023
Q3
$2.01M Sell
13,114
-1,840
-12% -$282K 0.01% 110
2023
Q2
$2.03M Buy
+14,954
New +$2.03M 0.01% 78