Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-443
Closed -$19.8K 652
2024
Q1
$19.8K Sell
443
-9,396
-95% -$420K 0.01% 389
2023
Q4
$425K Buy
9,839
+511
+5% +$22.1K 0.16% 97
2023
Q3
$281K Sell
9,328
-7,842
-46% -$236K 0.09% 133
2023
Q2
$502K Buy
+17,170
New +$502K 0.17% 72