Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-445
Closed -$63.7K 918
2024
Q2
$63.7K Buy
445
+170
+62% +$24.3K 0.01% 339
2024
Q1
$54.7K Buy
+275
New +$54.7K 0.01% 355
2022
Q4
Sell
-20
Closed -$7K 1192
2022
Q3
$7K Buy
20
+8
+67% +$2.8K ﹤0.01% 771
2022
Q2
$3K Buy
+12
New +$3K ﹤0.01% 911
2021
Q4
Sell
-5
Closed -$2K 448
2021
Q3
$2K Sell
5
-3
-38% -$1.2K ﹤0.01% 359
2021
Q2
$3K Sell
8
-11
-58% -$4.13K ﹤0.01% 378
2021
Q1
$7K Hold
19
﹤0.01% 334
2020
Q4
$9K Hold
19
﹤0.01% 279
2020
Q3
$6K Buy
+19
New +$6K ﹤0.01% 336