Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,821
Closed -$101K 338
2024
Q3
$101K Buy
2,821
+4
+0.1% +$143 0.04% 131
2024
Q2
$98.7K Buy
2,817
+11
+0.4% +$385 0.05% 103
2024
Q1
$84.8K Hold
2,806
0.05% 101
2023
Q4
$84.4K Buy
+2,806
New +$84.4K 0.05% 103