Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,920
Closed -$36.7K 80
2024
Q2
$36.7K Sell
1,920
-491
-20% -$9.38K 0.02% 59
2024
Q1
$42.2K Buy
2,411
+1
+0% +$18 0.01% 80
2023
Q4
$40.4K Hold
2,410
0.02% 73
2023
Q3
$36.2K Hold
2,410
0.02% 73
2023
Q2
$38.4K Hold
2,410
0.02% 91
2023
Q1
$46.3K Buy
+2,410
New +$46.3K 0.03% 78