Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-866
Closed -$19.2K 964
2024
Q2
$19.2K Hold
866
﹤0.01% 943
2024
Q1
$37.9K Buy
866
+357
+70% +$15.6K ﹤0.01% 944
2023
Q4
$39.5K Buy
+509
New +$39.5K ﹤0.01% 957