Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24
Closed -$1.2K 84
2024
Q2
$1.2K Hold
24
﹤0.01% 71
2024
Q1
$1.37K Buy
+24
New +$1.37K ﹤0.01% 46
2023
Q4
Sell
-1,400
Closed -$62.7K 53
2023
Q3
$62.7K Sell
1,400
-3,800
-73% -$170K 0.1% 44
2023
Q2
$244K Buy
+5,200
New +$244K 0.28% 34
2023
Q1
Sell
-1,100
Closed -$49K 148
2022
Q4
$49K Buy
+1,100
New +$49K 0.03% 123