Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-217
Closed -$67.8K 136
2024
Q2
$67.8K Sell
217
-2
-0.9% -$625 0.03% 198
2024
Q1
$62.2K Buy
219
+32
+17% +$9.09K 0.02% 183
2023
Q4
$53.8K Buy
187
+62
+50% +$17.8K 0.02% 195
2023
Q3
$33.6K Sell
125
-12
-9% -$3.22K 0.01% 225
2023
Q2
$28.1K Buy
137
+12
+10% +$2.46K 0.01% 274
2023
Q1
$30.2K Hold
125
0.03% 149
2022
Q4
$32.8K Buy
+125
New +$32.8K 0.01% 233