Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,000
Closed -$7K 940
2024
Q2
$7K Hold
1,000
﹤0.01% 693
2024
Q1
$9K Hold
1,000
﹤0.01% 663
2023
Q4
$12K Sell
1,000
-35
-3% -$420 ﹤0.01% 620
2023
Q3
$15K Buy
+1,035
New +$15K ﹤0.01% 541