Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,523
Closed -$120K 1317
2024
Q1
$120K Buy
1,523
+919
+152% +$72.5K 0.11% 318
2023
Q4
$40.5K Buy
+604
New +$40.5K 0.04% 823