Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$157K Sell
1,312
-68
-5% -$8.15K 0.03% 152
2024
Q2
$150K Buy
1,380
+107
+8% +$11.6K 0.04% 151
2024
Q1
$171K Buy
+1,273
New +$171K 0.04% 140
2023
Q1
Sell
-30
Closed -$2.05K 629
2022
Q4
$2.05K Buy
+30
New +$2.05K ﹤0.01% 478