Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-37
Closed -$17.5K 522
2024
Q2
$17.5K Sell
37
-82
-69% -$38.9K ﹤0.01% 391
2024
Q1
$69.6K Sell
119
-18
-13% -$10.5K 0.01% 534
2023
Q4
$60K Buy
+137
New +$60K 0.01% 551