Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-643
Closed -$52.4K 574
2024
Q2
$52.4K Buy
643
+1
+0.2% +$82 0.02% 224
2024
Q1
$51.5K Hold
642
0.02% 204
2023
Q4
$45.1K Buy
642
+1
+0.2% +$70 0.02% 208
2023
Q3
$40.7K Buy
641
+26
+4% +$1.65K 0.02% 214
2023
Q2
$38K Buy
615
+25
+4% +$1.54K 0.02% 237
2023
Q1
$37.5K Hold
590
0.04% 132
2022
Q4
$38.8K Buy
+590
New +$38.8K 0.02% 217