Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23,325
Closed -$85.6K 686
2024
Q2
$85.6K Hold
23,325
﹤0.01% 685
2024
Q1
$98.7K Hold
23,325
﹤0.01% 624
2023
Q4
$114K Hold
23,325
﹤0.01% 571
2023
Q3
$111K Hold
23,325
﹤0.01% 639
2023
Q2
$125K Hold
23,325
﹤0.01% 636
2023
Q1
$170K Buy
+23,325
New +$170K ﹤0.01% 620