Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,727
Closed -$16.7K 149
2024
Q1
$16.7K Sell
10,727
-100
-0.9% -$156 0.01% 107
2023
Q4
$19.8K Hold
10,827
0.02% 104
2023
Q3
$15.4K Sell
10,827
-2,000
-16% -$2.84K 0.01% 115
2023
Q2
$29K Hold
12,827
0.02% 92
2023
Q1
$34K Hold
12,827
0.03% 91
2022
Q4
$67K Buy
+12,827
New +$67K 0.04% 72