Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-265
Closed -$13.2K 298
2024
Q2
$13.2K Sell
265
-62
-19% -$3.1K ﹤0.01% 226
2024
Q1
$18.7K Sell
327
-29
-8% -$1.66K ﹤0.01% 185
2023
Q4
$16.3K Buy
+356
New +$16.3K 0.01% 225