Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-468
Closed -$76.2K 160
2024
Q2
$76.2K Buy
+468
New +$76.2K 0.06% 88
2024
Q1
Sell
-438
Closed -$52.7K 182
2023
Q4
$52.7K Buy
+438
New +$52.7K 0.04% 111
2022
Q4
Sell
-223
Closed -$18K 197
2022
Q3
$18K Buy
+223
New +$18K 0.01% 167