Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,715
Closed -$14.2K 465
2024
Q2
$14.2K Sell
1,715
-650
-27% -$5.37K ﹤0.01% 379
2024
Q1
$20.1K Hold
2,365
﹤0.01% 378
2023
Q4
$19.5K Sell
2,365
-74
-3% -$609 ﹤0.01% 383
2023
Q3
$20.3K Sell
2,439
-75
-3% -$625 ﹤0.01% 378
2023
Q2
$21.1K Sell
2,514
-2,165
-46% -$18.1K ﹤0.01% 383
2023
Q1
$38.1K Sell
4,679
-100
-2% -$814 0.01% 329
2022
Q4
$38.2K Sell
4,779
-725
-13% -$5.8K 0.01% 327
2022
Q3
$34K Buy
+5,504
New +$34K 0.01% 337