Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,156
Closed -$28K 1038
2024
Q1
$28K Hold
11,156
﹤0.01% 1003
2023
Q4
$39.9K Sell
11,156
-1,250
-10% -$4.48K ﹤0.01% 961
2023
Q3
$41.9K Buy
12,406
+400
+3% +$1.35K ﹤0.01% 946
2023
Q2
$48K Buy
+12,006
New +$48K ﹤0.01% 951