Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,947
Closed -$81.8K 132
2024
Q2
$81.8K Buy
7,947
+526
+7% +$5.42K 0.06% 116
2024
Q1
$117K Hold
7,421
0.1% 116
2023
Q4
$116K Buy
+7,421
New +$116K 0.11% 107