Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,505
Closed -$10.7K 5075
2024
Q2
$10.7K Buy
1,505
+25
+2% +$178 ﹤0.01% 4871
2024
Q1
$12.6K Buy
1,480
+500
+51% +$4.26K ﹤0.01% 4798
2023
Q4
$5.82K Hold
980
﹤0.01% 4708
2023
Q3
$9.72K Hold
980
﹤0.01% 4590
2023
Q2
$17.3K Buy
+980
New +$17.3K ﹤0.01% 4479