Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,391
Closed -$48K 227
2024
Q2
$48K Buy
1,391
+78
+6% +$2.69K 0.02% 158
2024
Q1
$46K Buy
1,313
+412
+46% +$14.4K 0.01% 189
2023
Q4
$32K Buy
+901
New +$32K 0.01% 181