Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-158
Closed -$37.1K 344
2024
Q2
$37.1K Buy
+158
New +$37.1K 0.01% 228
2023
Q4
Sell
-18
Closed -$2.02K 474
2023
Q3
$2.02K Buy
+18
New +$2.02K ﹤0.01% 325
2021
Q4
Sell
-970
Closed -$99K 463
2021
Q3
$99K Sell
970
-110
-10% -$11.2K 0.09% 151
2021
Q2
$111K Buy
+1,080
New +$111K 0.09% 160