Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-521
Closed -$4.5K 1381
2024
Q2
$4.5K Sell
521
-325
-38% -$2.81K ﹤0.01% 732
2024
Q1
$7.74K Sell
846
-119
-12% -$1.09K ﹤0.01% 630
2023
Q4
$8.69K Sell
965
-6,794
-88% -$61.1K 0.01% 548
2023
Q3
$56K Buy
7,759
+1,463
+23% +$10.6K 0.03% 387
2023
Q2
$62.1K Sell
6,296
-495
-7% -$4.89K 0.04% 327
2023
Q1
$46.4K Sell
6,791
-994
-13% -$6.79K 0.03% 396
2022
Q4
$49K Buy
7,785
+4,640
+148% +$29.2K 0.03% 381
2022
Q3
$11K Sell
3,145
-276
-8% -$965 0.01% 584
2022
Q2
$24.3K Buy
3,421
+903
+36% +$6.42K 0.01% 515
2022
Q1
$31K Sell
2,518
-1,064
-30% -$13.1K 0.03% 195
2021
Q4
$60K Buy
3,582
+250
+8% +$4.19K 0.04% 315
2021
Q3
$56K Sell
3,332
-44
-1% -$739 0.03% 360
2021
Q2
$71K Buy
+3,376
New +$71K 0.06% 224