Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,141
Closed -$49.4K 304
2024
Q1
$49.4K Buy
1,141
+79
+7% +$3.42K 0.03% 104
2023
Q4
$42.1K Buy
+1,062
New +$42.1K 0.03% 106