Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-178
Closed -$21.3K 469
2023
Q4
$21.3K Buy
178
+1
+0.6% +$119 0.01% 290
2023
Q3
$17.3K Buy
+177
New +$17.3K 0.01% 309
2023
Q1
$15.2K Sell
176
-225
-56% -$19.4K 0.01% 333
2022
Q4
$32.5K Buy
+401
New +$32.5K 0.01% 282