Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-464
Closed -$50.5K 878
2024
Q2
$50.5K Buy
+464
New +$50.5K 0.07% 544
2024
Q1
Sell
-314
Closed -$40K 1580
2023
Q4
$40K Buy
+314
New +$40K 0.04% 830