Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-347
Closed -$9.6K 2801
2024
Q3
$9.6K Buy
347
+1
+0.3% +$28 ﹤0.01% 2203
2024
Q2
$13.3K Hold
346
﹤0.01% 1828
2024
Q1
$13.3K Buy
346
+44
+15% +$1.69K ﹤0.01% 1371
2023
Q4
$9K Buy
302
+1
+0.3% +$30 ﹤0.01% 1624
2023
Q3
$8K Buy
+301
New +$8K ﹤0.01% 1485
2023
Q2
Sell
-301
Closed -$7K 2372
2023
Q1
$7K Buy
+301
New +$7K ﹤0.01% 1703