Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-149
Closed -$17K 288
2024
Q2
$17K Hold
149
﹤0.01% 296
2024
Q1
$21.6K Sell
149
-16
-10% -$2.32K ﹤0.01% 270
2023
Q4
$23.3K Hold
165
﹤0.01% 276
2023
Q3
$22.1K Hold
165
﹤0.01% 258
2023
Q2
$23.7K Buy
165
+3
+2% +$431 ﹤0.01% 252
2023
Q1
$22.6K Sell
162
-18
-10% -$2.51K ﹤0.01% 253
2022
Q4
$22.3K Buy
180
+8
+5% +$992 ﹤0.01% 260
2022
Q3
$21K Buy
172
+46
+37% +$5.62K ﹤0.01% 249
2022
Q2
$16K Buy
126
+46
+58% +$5.84K ﹤0.01% 268
2022
Q1
$11K Buy
+80
New +$11K ﹤0.01% 284