Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-821
Closed -$73.3K 123
2024
Q2
$73.3K Hold
821
0.03% 189
2024
Q1
$70.5K Sell
821
-22
-3% -$1.89K 0.03% 175
2023
Q4
$69.5K Buy
843
+132
+19% +$10.9K 0.03% 170
2023
Q3
$54.6K Hold
711
0.02% 193
2023
Q2
$49.6K Hold
711
0.02% 214
2023
Q1
$45.9K Hold
711
0.05% 115
2022
Q4
$51.2K Buy
+711
New +$51.2K 0.02% 192