Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-84
Closed -$1.29K 1308
2024
Q3
$1.29K Buy
84
+9
+12% +$138 ﹤0.01% 752
2024
Q2
$1.03K Sell
75
-12
-14% -$164 ﹤0.01% 724
2024
Q1
$1.22K Sell
87
-5
-5% -$70 ﹤0.01% 749
2023
Q4
$1.24K Sell
92
-11
-11% -$148 ﹤0.01% 734
2023
Q3
$1.32K Hold
103
﹤0.01% 675
2023
Q2
$1.16K Buy
+103
New +$1.16K ﹤0.01% 714