Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-107
Closed -$10.5K 52
2024
Q3
$10.5K Sell
107
-7
-6% -$685 ﹤0.01% 238
2024
Q2
$11.2K Buy
114
+1
+0.9% +$98 ﹤0.01% 163
2024
Q1
$13.9K Buy
113
+10
+10% +$1.23K ﹤0.01% 157
2023
Q4
$12.5K Buy
103
+3
+3% +$364 ﹤0.01% 174
2023
Q3
$11.8K Buy
+100
New +$11.8K ﹤0.01% 156