Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-35
Closed -$6.2K 1441
2024
Q2
$6.2K Buy
35
+13
+59% +$2.3K ﹤0.01% 1160
2024
Q1
$5.23K Buy
+22
New +$5.23K ﹤0.01% 1171
2023
Q3
Sell
-890
Closed -$162K 1529
2023
Q2
$162K Buy
+890
New +$162K ﹤0.01% 827
2021
Q1
Sell
-13
Closed -$3K 1175
2020
Q4
$3K Buy
+13
New +$3K ﹤0.01% 974