Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-317
Closed -$5.47K 1615
2024
Q3
$5.47K Buy
317
+31
+11% +$535 ﹤0.01% 1388
2024
Q2
$3.42K Buy
+286
New +$3.42K ﹤0.01% 1543
2023
Q3
Sell
-1,350
Closed -$21K 1057
2023
Q2
$21K Buy
+1,350
New +$21K 0.01% 532