Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-150
Closed -$20.3K 821
2024
Q2
$20.3K Sell
150
-165
-52% -$22.4K 0.01% 341
2024
Q1
$40.7K Sell
315
-138
-30% -$17.8K 0.02% 233
2023
Q4
$51.8K Sell
453
-276
-38% -$31.6K 0.02% 198
2023
Q3
$66.4K Hold
729
0.03% 179
2023
Q2
$82.1K Buy
+729
New +$82.1K 0.03% 167