Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-146
Closed -$5.1K 1059
2024
Q2
$5.1K Sell
146
-65
-31% -$2.27K ﹤0.01% 576
2024
Q1
$6.39K Buy
211
+68
+48% +$2.06K ﹤0.01% 531
2023
Q4
$4.3K Buy
+143
New +$4.3K ﹤0.01% 608