Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,245
Closed -$41.7K 1211
2024
Q1
$41.7K Buy
2,245
+351
+19% +$6.52K ﹤0.01% 1007
2023
Q4
$41.5K Sell
1,894
-408
-18% -$8.95K ﹤0.01% 994
2023
Q3
$36.4K Buy
2,302
+192
+9% +$3.03K ﹤0.01% 1077
2023
Q2
$29.6K Buy
2,110
+27
+1% +$379 ﹤0.01% 1130
2023
Q1
$23.2K Buy
2,083
+32
+2% +$357 ﹤0.01% 954
2022
Q4
$32K Sell
2,051
-382
-16% -$5.97K ﹤0.01% 917
2022
Q3
$33K Buy
2,433
+88
+4% +$1.19K ﹤0.01% 909
2022
Q2
$23K Buy
2,345
+303
+15% +$2.97K ﹤0.01% 998
2022
Q1
$29K Buy
2,042
+988
+94% +$14K ﹤0.01% 986
2021
Q4
$17K Buy
1,054
+937
+801% +$15.1K ﹤0.01% 1055
2021
Q3
$2K Buy
+117
New +$2K ﹤0.01% 1086