Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-38
Closed -$2.85K 613
2024
Q2
$2.85K Buy
38
+9
+31% +$675 ﹤0.01% 697
2024
Q1
$2.5K Sell
29
-8
-22% -$690 ﹤0.01% 722
2023
Q4
$2.56K Buy
+37
New +$2.56K ﹤0.01% 684
2022
Q1
Sell
-9,662
Closed -$183 774
2021
Q4
$183 Buy
+9,662
New +$183 ﹤0.01% 698
2021
Q2
$9K Buy
+180
New +$9K ﹤0.01% 712