Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,297
Closed -$223K 1988
2024
Q2
$223K Sell
1,297
-161
-11% -$27.7K ﹤0.01% 1669
2024
Q1
$380K Buy
1,458
+59
+4% +$15.4K ﹤0.01% 1390
2023
Q4
$279K Sell
1,399
-11
-0.8% -$2.2K ﹤0.01% 1535
2023
Q3
$240K Sell
1,410
-34
-2% -$5.78K ﹤0.01% 1556
2023
Q2
$298K Buy
1,444
+40
+3% +$8.26K ﹤0.01% 1438
2023
Q1
$321K Sell
1,404
-15
-1% -$3.43K ﹤0.01% 1369
2022
Q4
$273K Sell
1,419
-38
-3% -$7.31K ﹤0.01% 1409
2022
Q3
$274K Buy
+1,457
New +$274K ﹤0.01% 1348