Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,300
Closed -$49K 270
2024
Q1
$49K Hold
1,300
0.02% 326
2023
Q4
$46K Sell
1,300
-859
-40% -$30.4K 0.02% 338
2023
Q3
$83.6K Buy
2,159
+1,300
+151% +$50.3K 0.03% 337
2023
Q2
$30.3K Buy
+859
New +$30.3K 0.01% 297