Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,372
Closed -$30.2K 1023
2024
Q3
$30.2K Buy
+1,372
New +$30.2K 0.01% 159
2024
Q1
Sell
-19,311
Closed -$324K 58
2023
Q4
$324K Buy
19,311
+1
+0% +$17 0.18% 38
2023
Q3
$290K Hold
19,310
0.19% 38
2023
Q2
$308K Buy
+19,310
New +$308K 0.21% 36