Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-499
Closed -$86.7K 977
2024
Q2
$86.7K Sell
499
-237
-32% -$41.2K 0.01% 293
2024
Q1
$100K Buy
+736
New +$100K 0.01% 272
2023
Q4
Sell
-57
Closed -$4.95K 677
2023
Q3
$4.95K Hold
57
﹤0.01% 287
2023
Q2
$5.75K Sell
57
-205
-78% -$20.7K ﹤0.01% 448
2023
Q1
$24.4K Sell
262
-118
-31% -$11K ﹤0.01% 396
2022
Q4
$28.3K Hold
380
﹤0.01% 372
2022
Q3
$26K Buy
380
+75
+25% +$5.13K ﹤0.01% 417
2022
Q2
$25K Buy
+305
New +$25K 0.01% 385
2021
Q3
Sell
-35
Closed -$4K 463
2021
Q2
$4K Sell
35
-168
-83% -$19.2K ﹤0.01% 354
2021
Q1
$24K Hold
203
0.01% 207
2020
Q4
$22K Sell
203
-91
-31% -$9.86K 0.01% 197
2020
Q3
$24K Buy
+294
New +$24K 0.01% 170