Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-321
Closed -$18.5K 816
2024
Q2
$18.5K Buy
+321
New +$18.5K ﹤0.01% 567
2023
Q4
Sell
-7
Closed -$469 523
2023
Q3
$469 Sell
7
-12
-63% -$804 ﹤0.01% 389
2023
Q2
$1.98K Buy
19
+6
+46% +$626 ﹤0.01% 537
2023
Q1
$1.59K Sell
13
-1
-7% -$122 ﹤0.01% 733
2022
Q4
$1.75K Sell
14
-46
-77% -$5.74K ﹤0.01% 854
2022
Q3
$6K Buy
60
+17
+40% +$1.7K ﹤0.01% 794
2022
Q2
$5K Buy
+43
New +$5K ﹤0.01% 750