Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,000
Closed -$29.3K 319
2024
Q1
$29.3K Hold
1,000
0.02% 270
2023
Q4
$29.1K Hold
1,000
0.02% 268
2023
Q3
$25K Sell
1,000
-200
-17% -$4.99K 0.02% 275
2023
Q2
$29K Hold
1,200
0.02% 275
2023
Q1
$29K Buy
1,200
+200
+20% +$4.84K 0.02% 275
2022
Q4
$23.9K Buy
+1,000
New +$23.9K 0.02% 280