Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-515
Closed -$861 953
2024
Q2
$861 Buy
515
+140
+37% +$234 ﹤0.01% 866
2024
Q1
$698 Buy
375
+75
+25% +$140 ﹤0.01% 823
2023
Q4
$570 Buy
+300
New +$570 ﹤0.01% 797