Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-50
Closed -$51.1K 738
2024
Q2
$51.1K Sell
50
-126
-72% -$129K 0.01% 366
2024
Q1
$171K Buy
+176
New +$171K 0.02% 190
2023
Q3
Sell
-12
Closed -$8.7K 610
2023
Q2
$8.7K Sell
12
-190
-94% -$138K ﹤0.01% 419
2023
Q1
$138K Sell
202
-107
-35% -$72.8K 0.02% 197
2022
Q4
$169K Buy
309
+9
+3% +$4.92K 0.03% 171
2022
Q3
$125K Buy
300
+67
+29% +$27.9K 0.02% 197
2022
Q2
$111K Buy
+233
New +$111K 0.02% 195
2020
Q4
Sell
-18
Closed -$7K 458
2020
Q3
$7K Buy
+18
New +$7K ﹤0.01% 291