Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8
Closed -$2.99K 221
2024
Q2
$2.99K Buy
+8
New +$2.99K ﹤0.01% 254
2023
Q4
Sell
-303
Closed -$147K 227
2023
Q3
$147K Buy
303
+1
+0.3% +$487 0.04% 78
2023
Q2
$135K Hold
302
0.04% 80
2023
Q1
$147K Buy
302
+1
+0.3% +$485 0.04% 78
2022
Q4
$154K Hold
301
0.05% 75
2022
Q3
$146K Buy
301
+1
+0.3% +$485 0.05% 75
2022
Q2
$141K Hold
300
0.05% 77
2022
Q1
$131K Buy
+300
New +$131K 0.04% 82