Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-737
Closed -$7.59K 216
2024
Q2
$7.59K Sell
737
-1,439
-66% -$14.8K ﹤0.01% 216
2024
Q1
$34.2K Sell
2,176
-1,192
-35% -$18.7K 0.01% 211
2023
Q4
$52.5K Buy
3,368
+1,973
+141% +$30.7K 0.01% 194
2023
Q3
$28.2K Buy
+1,395
New +$28.2K 0.01% 169