Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,337
Closed -$49.8K 1206
2024
Q1
$49.8K Sell
1,337
-934
-41% -$34.8K 0.04% 765
2023
Q4
$70.2K Buy
+2,271
New +$70.2K 0.07% 560