Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-844
Closed -$10.7K 997
2023
Q4
$10.7K Buy
844
+66
+8% +$838 ﹤0.01% 596
2023
Q3
$11.6K Hold
778
﹤0.01% 558
2023
Q2
$11.4K Buy
778
+146
+23% +$2.15K ﹤0.01% 548
2023
Q1
$10.9K Buy
+632
New +$10.9K ﹤0.01% 559