Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25
Closed -$2.33K 888
2024
Q2
$2.33K Sell
25
-7,523
-100% -$701K ﹤0.01% 625
2024
Q1
$701K Buy
7,548
+749
+11% +$69.6K 0.52% 51
2023
Q4
$668K Buy
+6,799
New +$668K 0.55% 51