Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-68
Closed -$40K 469
2023
Q4
$40K Hold
68
0.04% 183
2023
Q3
$31K Sell
68
-173
-72% -$78.9K 0.03% 205
2023
Q2
$117K Buy
+241
New +$117K 0.13% 117