Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-365
Closed -$24.1K 529
2024
Q3
$24.1K Buy
365
+3
+0.8% +$198 0.01% 315
2024
Q2
$26.1K Buy
+362
New +$26.1K 0.01% 282
2023
Q4
$23.3K Buy
+355
New +$23.3K 0.01% 272