Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-209
Closed -$15K 2206
2024
Q2
$15K Buy
+209
New +$15K 0.01% 1300
2023
Q4
Sell
-58
Closed -$5K 2139
2023
Q3
$5K Sell
58
-502
-90% -$43.3K ﹤0.01% 1712
2023
Q2
$47K Buy
560
+544
+3,400% +$45.7K 0.04% 797
2023
Q1
$2K Sell
16
-469
-97% -$58.6K ﹤0.01% 1732
2022
Q4
$43K Sell
485
-971
-67% -$86.1K 0.04% 781
2022
Q3
$117K Sell
1,456
-1,691
-54% -$136K 0.1% 277
2022
Q2
$358K Buy
3,147
+205
+7% +$23.3K 0.28% 38
2022
Q1
$320K Buy
2,942
+1,162
+65% +$126K 0.21% 52
2021
Q4
$211K Buy
+1,780
New +$211K 0.3% 23