Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-186
Closed -$11K 1121
2024
Q2
$11K Hold
186
﹤0.01% 620
2024
Q1
$13K Hold
186
﹤0.01% 619
2023
Q4
$15K Hold
186
﹤0.01% 558
2023
Q3
$12K Sell
186
-70
-27% -$4.52K ﹤0.01% 563
2023
Q2
$22K Sell
256
-150
-37% -$12.9K 0.01% 529
2023
Q1
$45K Sell
406
-1,216
-75% -$135K 0.01% 475
2022
Q4
$194K Buy
1,622
+848
+110% +$101K 0.05% 262
2022
Q3
$78K Sell
774
-4
-0.5% -$403 0.02% 376
2022
Q2
$57K Sell
778
-178
-19% -$13K 0.02% 417
2022
Q1
$119K Buy
956
+674
+239% +$83.9K 0.03% 335
2021
Q4
$62K Buy
+282
New +$62K 0.02% 399