Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,184
Closed -$12.2K 5080
2024
Q2
$12.2K Sell
1,184
-33
-3% -$340 ﹤0.01% 4864
2024
Q1
$19.1K Buy
1,217
+6
+0.5% +$94 ﹤0.01% 4770
2023
Q4
$18.9K Buy
1,211
+258
+27% +$4.02K ﹤0.01% 4669
2023
Q3
$19.3K Buy
953
+218
+30% +$4.4K ﹤0.01% 4549
2023
Q2
$10.6K Buy
+735
New +$10.6K ﹤0.01% 4503
2021
Q4
Sell
-311
Closed -$26K 4348
2021
Q3
$26K Buy
+311
New +$26K ﹤0.01% 4245