Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,980
Closed -$54.2K 192
2024
Q2
$54.2K Hold
2,980
0.01% 157
2024
Q1
$64K Hold
2,980
0.02% 118
2023
Q4
$64.2K Hold
2,980
0.03% 105
2023
Q3
$59.8K Buy
+2,980
New +$59.8K 0.03% 100