Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,180
Closed -$85.6K 292
2024
Q2
$85.6K Buy
2,180
+1,515
+228% +$59.5K 0.01% 107
2024
Q1
$35.3K Buy
665
+34
+5% +$1.8K 0.01% 206
2023
Q4
$35.5K Sell
631
-91
-13% -$5.12K 0.01% 164
2023
Q3
$33.3K Buy
722
+351
+95% +$16.2K ﹤0.01% 178
2023
Q2
$17.4K Buy
+371
New +$17.4K ﹤0.01% 223
2022
Q3
Sell
-3,431
Closed -$104K 399
2022
Q2
$104K Sell
3,431
-92
-3% -$2.79K 0.01% 135
2022
Q1
$162K Buy
3,523
+842
+31% +$38.7K 0.01% 123
2021
Q4
$106K Buy
+2,681
New +$106K 0.01% 150