Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-307
Closed -$39.7K 1374
2024
Q2
$39.7K Sell
307
-86
-22% -$11.1K ﹤0.01% 1012
2024
Q1
$53.5K Sell
393
-151
-28% -$20.5K ﹤0.01% 969
2023
Q4
$64.9K Sell
544
-532
-49% -$63.5K ﹤0.01% 925
2023
Q3
$105K Buy
1,076
+253
+31% +$24.8K ﹤0.01% 876
2023
Q2
$76.7K Hold
823
﹤0.01% 985
2023
Q1
$71K Buy
+823
New +$71K ﹤0.01% 834