Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-112
Closed -$53K 1183
2024
Q2
$53K Buy
112
+13
+13% +$6.15K 0.01% 491
2024
Q1
$58K Buy
99
+2
+2% +$1.17K 0.01% 465
2023
Q4
$43K Buy
97
+7
+8% +$3.1K 0.01% 480
2023
Q3
$36K Buy
90
+8
+10% +$3.2K 0.01% 484
2023
Q2
$28K Buy
82
+5
+6% +$1.71K 0.01% 515
2023
Q1
$21K Buy
+77
New +$21K 0.01% 532