Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-65
Closed -$2.19K 664
2024
Q2
$2.19K Sell
65
-17,174
-100% -$579K ﹤0.01% 355
2024
Q1
$651K Buy
17,239
+689
+4% +$26K 0.18% 149
2023
Q4
$552K Buy
+16,550
New +$552K 0.17% 151