Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,654
Closed -$35.9K 2601
2024
Q3
$35.9K Buy
2,654
+489
+23% +$6.61K ﹤0.01% 1706
2024
Q2
$15.2K Buy
2,165
+1,094
+102% +$7.67K ﹤0.01% 1780
2024
Q1
$7.51K Sell
1,071
-356
-25% -$2.5K ﹤0.01% 1522
2023
Q4
$16K Buy
1,427
+356
+33% +$3.99K ﹤0.01% 1388
2023
Q3
$17K Hold
1,071
﹤0.01% 1224
2023
Q2
$14K Sell
1,071
-18
-2% -$235 ﹤0.01% 1184
2023
Q1
$12K Sell
1,089
-12
-1% -$132 ﹤0.01% 1536
2022
Q4
$18K Buy
1,101
+30
+3% +$490 ﹤0.01% 1321
2022
Q3
$8K Hold
1,071
﹤0.01% 1412
2022
Q2
$13K Buy
+1,071
New +$13K ﹤0.01% 1109