Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-65,675
Closed -$96.9K 419
2024
Q2
$96.9K Hold
65,675
0.05% 309
2024
Q1
$83.4K Sell
65,675
-5,108
-7% -$6.49K 0.05% 298
2023
Q4
$112K Buy
+70,783
New +$112K 0.07% 223