Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23
Closed -$6.48K 868
2024
Q2
$6.48K Sell
23
-1,404
-98% -$396K ﹤0.01% 508
2024
Q1
$420K Buy
1,427
+60
+4% +$17.7K 0.31% 75
2023
Q4
$328K Buy
+1,367
New +$328K 0.27% 88