Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,665
Closed -$17.1K 2553
2024
Q2
$17.1K Sell
1,665
-553
-25% -$5.7K ﹤0.01% 2202
2024
Q1
$34.8K Sell
2,218
-105
-5% -$1.65K ﹤0.01% 2260
2023
Q4
$36.2K Buy
2,323
+1,928
+488% +$30K ﹤0.01% 1820
2023
Q3
$7.97K Sell
395
-1,434
-78% -$28.9K ﹤0.01% 1379
2023
Q2
$26.3K Buy
1,829
+553
+43% +$7.94K ﹤0.01% 1596
2023
Q1
$18.7K Hold
1,276
﹤0.01% 1824
2022
Q4
$14.4K Sell
1,276
-290
-19% -$3.28K ﹤0.01% 1462
2022
Q3
$29K Buy
+1,566
New +$29K ﹤0.01% 1154