Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,972
Closed -$57.6K 1434
2024
Q2
$57.6K Buy
6,972
+2,842
+69% +$23.5K ﹤0.01% 850
2024
Q1
$34.4K Sell
4,130
-1,304
-24% -$10.9K ﹤0.01% 879
2023
Q4
$44.7K Sell
5,434
-1,520
-22% -$12.5K ﹤0.01% 815
2023
Q3
$56.3K Sell
6,954
-3,216
-32% -$26K ﹤0.01% 760
2023
Q2
$85.2K Sell
10,170
-995
-9% -$8.34K ﹤0.01% 746
2023
Q1
$90.9K Sell
11,165
-15,730
-58% -$128K ﹤0.01% 767
2022
Q4
$215K Sell
26,895
-1,168
-4% -$9.34K ﹤0.01% 831
2022
Q3
$171K Buy
+28,063
New +$171K ﹤0.01% 855