Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-398
Closed -$53K 2123
2024
Q2
$53K Buy
398
+33
+9% +$4.39K ﹤0.01% 1121
2024
Q1
$69K Hold
365
0.01% 1044
2023
Q4
$58K Hold
365
0.01% 1080
2023
Q3
$54K Buy
+365
New +$54K 0.01% 1102