Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,589
Closed -$61.7K 430
2024
Q1
$61.7K Buy
5,589
+2,063
+59% +$22.8K 0.02% 296
2023
Q4
$47K Sell
3,526
-4,197
-54% -$56K 0.02% 335
2023
Q3
$75.3K Buy
7,723
+728
+10% +$7.1K 0.02% 346
2023
Q2
$115K Buy
+6,995
New +$115K 0.04% 169