Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,468
Closed -$50.1K 170
2024
Q2
$50.1K Sell
12,468
-2,954
-19% -$11.9K 0.14% 67
2024
Q1
$64.2K Hold
15,422
0.17% 75
2023
Q4
$56.3K Buy
+15,422
New +$56.3K 0.07% 282