Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-541
Closed -$82K 718
2024
Q2
$82K Buy
541
+446
+469% +$67.6K 0.01% 299
2024
Q1
$15.7K Buy
+95
New +$15.7K ﹤0.01% 535
2023
Q3
Sell
-13
Closed -$1.67K 584
2023
Q2
$1.67K Sell
13
-272
-95% -$34.9K ﹤0.01% 545
2023
Q1
$35.5K Buy
285
+12
+4% +$1.49K 0.01% 350
2022
Q4
$23.3K Hold
273
﹤0.01% 390
2022
Q3
$29K Hold
273
0.01% 392
2022
Q2
$24K Buy
+273
New +$24K 0.01% 388