Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10
Closed -$3K 7
2024
Q1
$3K Sell
10
-146
-94% -$43.8K 0.03% 63
2023
Q4
$56K Sell
156
-34
-18% -$12.2K 0.02% 244
2023
Q3
$57K Sell
190
-2
-1% -$600 0.03% 236
2023
Q2
$63K Buy
192
+7
+4% +$2.3K 0.03% 232
2023
Q1
$60K Buy
+185
New +$60K 0.03% 243