Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-471
Closed -$34.5K 903
2024
Q2
$34.5K Sell
471
-40
-8% -$2.93K 0.01% 313
2024
Q1
$44.5K Hold
511
0.02% 270
2023
Q4
$39.2K Hold
511
0.01% 302
2023
Q3
$36.1K Buy
511
+20
+4% +$1.42K 0.02% 285
2023
Q2
$41.1K Buy
+491
New +$41.1K 0.02% 270