Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-865
Closed -$27.9K 474
2024
Q2
$27.9K Hold
865
0.01% 341
2024
Q1
$32.2K Hold
865
0.01% 341
2023
Q4
$26.7K Hold
865
0.01% 354
2023
Q3
$29.1K Sell
865
-470
-35% -$15.8K 0.01% 344
2023
Q2
$40.5K Hold
1,335
0.01% 322
2023
Q1
$35.4K Sell
1,335
-1,700
-56% -$45K 0.01% 328
2022
Q4
$69K Sell
3,035
-225
-7% -$5.12K 0.02% 282
2022
Q3
$70K Buy
3,260
+510
+19% +$11K 0.02% 283
2022
Q2
$66K Buy
2,750
+940
+52% +$22.6K 0.02% 295
2022
Q1
$51K Buy
+1,810
New +$51K 0.01% 322