Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,802
Closed -$67.6K 3429
2024
Q3
$67.6K Buy
17,802
+449
+3% +$1.71K ﹤0.01% 3283
2024
Q2
$61.6K Buy
17,353
+1,000
+6% +$3.55K ﹤0.01% 3261
2024
Q1
$51.3K Buy
16,353
+422
+3% +$1.33K ﹤0.01% 3256
2023
Q4
$53.7K Buy
15,931
+2,231
+16% +$7.52K ﹤0.01% 3219
2023
Q3
$48.5K Buy
13,700
+451
+3% +$1.6K ﹤0.01% 3182
2023
Q2
$45.4K Buy
13,249
+2,204
+20% +$7.56K ﹤0.01% 3245
2023
Q1
$33.2K Buy
+11,045
New +$33.2K ﹤0.01% 3262