Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-349
Closed -$38.6K 1100
2024
Q1
$38.6K Sell
349
-708
-67% -$78.3K 0.03% 875
2023
Q4
$91.6K Buy
+1,057
New +$91.6K 0.09% 423