Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-534
Closed -$52.3K 101
2024
Q2
$52.3K Buy
534
+23
+5% +$2.25K 0.01% 280
2024
Q1
$62.9K Buy
511
+17
+3% +$2.09K 0.01% 549
2023
Q4
$60K Buy
+494
New +$60K 0.01% 552