Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,589
Closed -$27.7K 221
2024
Q1
$27.7K Sell
18,589
-14,813
-44% -$22.1K 0.03% 50
2023
Q4
$54.1K Buy
+33,402
New +$54.1K 0.2% 40
2014
Q3
$1K Buy
+49
New +$1K ﹤0.01% 2214