Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,446
Closed -$42.6K 361
2024
Q2
$42.6K Sell
1,446
-10,019
-87% -$295K 0.01% 294
2024
Q1
$328K Sell
11,465
-4,036
-26% -$115K 0.05% 195
2023
Q4
$356K Sell
15,501
-1,640
-10% -$37.6K 0.06% 188
2023
Q3
$349K Sell
17,141
-7,310
-30% -$149K 0.06% 186
2023
Q2
$509K Sell
24,451
-189
-0.8% -$3.94K 0.09% 167
2023
Q1
$427K Buy
+24,640
New +$427K 0.08% 180