Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,121
Closed -$43.6K 378
2024
Q1
$43.6K Buy
1,121
+173
+18% +$6.73K 0.05% 122
2023
Q4
$35.8K Buy
+948
New +$35.8K 0.08% 140