Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-92
Closed -$28.8K 89
2024
Q2
$28.8K Sell
92
-131
-59% -$41.1K ﹤0.01% 71
2024
Q1
$70K Hold
223
﹤0.01% 58
2023
Q4
$53K Sell
223
-129
-37% -$30.7K ﹤0.01% 59
2023
Q3
$75K Sell
352
-32
-8% -$6.82K ﹤0.01% 59
2023
Q2
$77K Hold
384
﹤0.01% 52
2023
Q1
$65K Buy
+384
New +$65K ﹤0.01% 54