Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,064
Closed -$80.7K 1189
2024
Q1
$80.7K Sell
1,064
-41
-4% -$3.11K 0.07% 530
2023
Q4
$76.9K Buy
+1,105
New +$76.9K 0.07% 515