Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,421
Closed -$64.7K 169
2024
Q2
$64.7K Sell
12,421
-1,435
-10% -$7.48K 0.03% 150
2024
Q1
$72.7K Sell
13,856
-397
-3% -$2.08K 0.03% 134
2023
Q4
$78.4K Buy
+14,253
New +$78.4K 0.04% 126