Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-16,325
Closed -$27.9K 672
2024
Q2
$27.9K Hold
16,325
﹤0.01% 656
2024
Q1
$17.3K Buy
+16,325
New +$17.3K ﹤0.01% 625
2023
Q4
Sell
-18,975
Closed -$22.8K 716
2023
Q3
$22.8K Buy
18,975
+3,210
+20% +$3.85K ﹤0.01% 584
2023
Q2
$21K Hold
15,765
﹤0.01% 587
2023
Q1
$22.9K Sell
15,765
-5,855
-27% -$8.49K ﹤0.01% 567
2022
Q4
$32.2K Sell
21,620
-1,000
-4% -$1.49K ﹤0.01% 471
2022
Q3
$41.2K Buy
22,620
+9,640
+74% +$17.5K ﹤0.01% 471
2022
Q2
$16.6K Buy
12,980
+1,650
+15% +$2.11K ﹤0.01% 478
2022
Q1
$41.9K Buy
+11,330
New +$41.9K ﹤0.01% 505