Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-400
Closed -$58.4K 92
2024
Q1
$58.4K Sell
400
-500
-56% -$73K 0.03% 92
2023
Q4
$134K Hold
900
0.09% 65
2023
Q3
$152K Hold
900
0.11% 56
2023
Q2
$142K Sell
900
-1,700
-65% -$267K 0.1% 62
2023
Q1
$438K Buy
+2,600
New +$438K 0.27% 45