Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-170
Closed -$10.1K 1757
2024
Q1
$10.1K Buy
170
+97
+133% +$5.79K ﹤0.01% 1149
2023
Q4
$4.47K Sell
73
-1,435
-95% -$87.8K ﹤0.01% 1222
2023
Q3
$79.6K Buy
1,508
+919
+156% +$48.5K 0.02% 189
2023
Q2
$34.1K Buy
+589
New +$34.1K 0.01% 310