Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,068
Closed -$18.8K 1212
2024
Q2
$18.8K Sell
1,068
-385
-26% -$6.77K 0.03% 721
2024
Q1
$37.3K Sell
1,453
-1,223
-46% -$31.4K 0.03% 887
2023
Q4
$69.8K Buy
+2,676
New +$69.8K 0.07% 562