Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,467
Closed -$16.8K 4087
2024
Q3
$16.8K Sell
1,467
-740
-34% -$8.5K ﹤0.01% 2018
2024
Q2
$24.4K Buy
2,207
+1,003
+83% +$11.1K ﹤0.01% 1754
2024
Q1
$14.2K Sell
1,204
-32
-3% -$377 ﹤0.01% 1957
2023
Q4
$14.1K Sell
1,236
-361
-23% -$4.13K ﹤0.01% 1839
2023
Q3
$18.4K Buy
1,597
+1,093
+217% +$12.6K ﹤0.01% 1585
2023
Q2
$5.87K Hold
504
﹤0.01% 2038
2023
Q1
$6.01K Hold
504
﹤0.01% 1970
2022
Q4
$4.98K Buy
504
+444
+740% +$4.39K ﹤0.01% 1897
2022
Q3
$1K Sell
60
-50
-45% -$833 ﹤0.01% 2575
2022
Q2
$1K Buy
+110
New +$1K ﹤0.01% 2311
2018
Q4
Sell
-204
Closed -$3K 955
2018
Q3
$3K Sell
204
-113
-36% -$1.66K ﹤0.01% 765
2018
Q2
$5K Buy
+317
New +$5K ﹤0.01% 653