Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-22
Closed -$1.73K 2397
2023
Q4
$1.73K Buy
22
+9
+69% +$709 ﹤0.01% 2069
2023
Q3
$1.08K Hold
13
﹤0.01% 2172
2023
Q2
$1.45K Sell
13
-42
-76% -$4.69K ﹤0.01% 2182
2023
Q1
$6.25K Sell
55
-4
-7% -$455 ﹤0.01% 1741
2022
Q4
$10.5K Buy
59
+29
+97% +$5.17K ﹤0.01% 1538
2022
Q3
$8K Sell
30
-9
-23% -$2.4K ﹤0.01% 1619
2022
Q2
$5K Buy
+39
New +$5K ﹤0.01% 1847
2022
Q1
Sell
-20
Closed -$7K 2250
2021
Q4
$7K Buy
20
+4
+25% +$1.4K ﹤0.01% 1665
2021
Q3
$7K Sell
16
-3
-16% -$1.31K ﹤0.01% 1667
2021
Q2
$13K Buy
+19
New +$13K ﹤0.01% 1268