Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-605
Closed -$64.8K 850
2024
Q2
$64.8K Sell
605
-65
-10% -$6.96K 0.05% 211
2024
Q1
$95.5K Buy
670
+218
+48% +$31.1K 0.07% 163
2023
Q4
$54.4K Buy
+452
New +$54.4K 0.04% 204