Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,180
Closed -$33.4K 948
2024
Q1
$33.4K Sell
1,180
-2,921
-71% -$82.7K 0.03% 925
2023
Q4
$105K Buy
+4,101
New +$105K 0.1% 361