Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,574
Closed -$42.9K 161
2024
Q1
$42.9K Sell
16,574
-1,039
-6% -$2.69K 0.02% 141
2023
Q4
$52.8K Sell
17,613
-35
-0.2% -$105 0.03% 131
2023
Q3
$50.8K Buy
+17,648
New +$50.8K 0.03% 101