Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,000
Closed -$75.7K 857
2024
Q1
$75.7K Hold
10,000
﹤0.01% 867
2023
Q4
$114K Sell
10,000
-1,000
-9% -$11.4K 0.01% 802
2023
Q3
$98.1K Buy
+11,000
New +$98.1K 0.01% 792