Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$63K Hold
1,008
0.03% 223
2024
Q3
$66K Sell
1,008
-250
-20% -$16.4K 0.02% 315
2024
Q2
$91K Sell
1,258
-5
-0.4% -$362 0.03% 290
2024
Q1
$85K Hold
1,263
0.03% 293
2023
Q4
$83K Hold
1,263
0.03% 290
2023
Q3
$81K Sell
1,263
-55
-4% -$3.53K 0.03% 278
2023
Q2
$80K Sell
1,318
-50
-4% -$3.04K 0.04% 180
2023
Q1
$79K Sell
1,368
-275
-17% -$15.9K 0.04% 187
2022
Q4
$94K Hold
1,643
0.05% 155
2022
Q3
$82K Sell
1,643
-5
-0.3% -$250 0.04% 167
2022
Q2
$86K Buy
1,648
+30
+2% +$1.57K 0.04% 165
2022
Q1
$89K Buy
+1,618
New +$89K 0.03% 184