Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,289
Closed -$66.5K 436
2024
Q3
$66.5K Buy
2,289
+112
+5% +$3.25K ﹤0.01% 417
2024
Q2
$81.7K Buy
2,177
+336
+18% +$12.6K ﹤0.01% 404
2024
Q1
$81.4K Buy
1,841
+245
+15% +$10.8K ﹤0.01% 425
2023
Q4
$55.2K Buy
1,596
+226
+16% +$7.82K ﹤0.01% 428
2023
Q3
$34.7K Buy
+1,370
New +$34.7K ﹤0.01% 437