Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,472
Closed -$86.8K 639
2024
Q2
$86.8K Sell
1,472
-115
-7% -$6.78K 0.01% 603
2024
Q1
$109K Hold
1,587
0.01% 591
2023
Q4
$129K Buy
1,587
+7
+0.4% +$567 0.01% 567
2023
Q3
$102K Sell
1,580
-11
-0.7% -$710 0.01% 613
2023
Q2
$135K Buy
1,591
+1
+0.1% +$85 0.01% 567
2023
Q1
$177K Buy
+1,590
New +$177K 0.02% 540