Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-679
Closed -$33K 1268
2024
Q1
$33K Buy
679
+173
+34% +$8.41K 0.02% 343
2023
Q4
$25.2K Buy
506
+251
+98% +$12.5K 0.02% 229
2023
Q3
$13.7K Buy
+255
New +$13.7K 0.01% 283