Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,132
Closed -$1.76M 378
2024
Q1
$1.76M Buy
3,132
+37
+1% +$20.7K 0.14% 135
2023
Q4
$1.75M Buy
3,095
+58
+2% +$32.8K 0.14% 133
2023
Q3
$1.56M Sell
3,037
-21
-0.7% -$10.8K 0.15% 130
2023
Q2
$1.44M Buy
+3,058
New +$1.44M 0.13% 140