Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,872
Closed -$24.4K 636
2024
Q1
$24.4K Buy
2,872
+814
+40% +$6.91K ﹤0.01% 354
2023
Q4
$16.9K Buy
2,058
+209
+11% +$1.72K ﹤0.01% 367
2023
Q3
$15.4K Sell
1,849
-864
-32% -$7.2K ﹤0.01% 361
2023
Q2
$22.7K Buy
+2,713
New +$22.7K ﹤0.01% 348