Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-12,109
Closed -$78.7K 665
2024
Q1
$78.7K Hold
12,109
0.01% 596
2023
Q4
$124K Sell
12,109
-32
-0.3% -$327 0.01% 551
2023
Q3
$79.2K Hold
12,141
0.01% 496
2023
Q2
$201K Buy
+12,141
New +$201K 0.02% 475