Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-218
Closed -$4.2K 901
2023
Q4
$4.2K Buy
218
+2
+0.9% +$39 ﹤0.01% 737
2023
Q3
$3.28K Sell
216
-66
-23% -$1K ﹤0.01% 888
2023
Q2
$5.85K Buy
282
+39
+16% +$808 ﹤0.01% 847
2023
Q1
$5.85K Buy
243
+41
+20% +$987 ﹤0.01% 846
2022
Q4
$6K Buy
+202
New +$6K ﹤0.01% 825