Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-391
Closed -$31K 2232
2024
Q2
$31K Sell
391
-24
-6% -$1.9K 0.02% 1033
2024
Q1
$38K Buy
415
+133
+47% +$12.2K 0.02% 982
2023
Q4
$30K Sell
282
-10
-3% -$1.06K 0.02% 1046
2023
Q3
$32K Buy
+292
New +$32K 0.02% 949
2023
Q1
Hold
0
2039
2022
Q4
Hold
0
2082
2022
Q3
Hold
0
2008
2022
Q2
Hold
0
1914
2022
Q1
Sell
-182
Closed -$47K 2117
2021
Q4
$47K Buy
+182
New +$47K 0.07% 573