Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-495
Closed -$3.58K 5246
2024
Q2
$3.58K Sell
495
-1,031
-68% -$7.45K ﹤0.01% 5105
2024
Q1
$17.7K Buy
1,526
+376
+33% +$4.37K ﹤0.01% 4975
2023
Q4
$26.7K Sell
1,150
-14
-1% -$325 ﹤0.01% 4973
2023
Q3
$40.3K Buy
1,164
+225
+24% +$7.79K ﹤0.01% 4973
2023
Q2
$42.3K Buy
939
+68
+8% +$3.06K ﹤0.01% 5006
2023
Q1
$70.6K Sell
871
-43
-5% -$3.48K ﹤0.01% 4958
2022
Q4
$54.8K Buy
914
+81
+10% +$4.86K ﹤0.01% 5119
2022
Q3
$65K Sell
833
-139
-14% -$10.8K ﹤0.01% 5210
2022
Q2
$82K Sell
972
-16
-2% -$1.35K ﹤0.01% 5200
2022
Q1
$100K Buy
988
+695
+237% +$70.3K ﹤0.01% 5197
2021
Q4
$24K Buy
293
+8
+3% +$655 ﹤0.01% 5451
2021
Q3
$29K Buy
+285
New +$29K ﹤0.01% 5292