Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,015
Closed -$67.5K 163
2024
Q1
$67.5K Buy
1,015
+583
+135% +$38.7K 0.08% 86
2023
Q4
$25.3K Buy
+432
New +$25.3K 0.06% 169