Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,648
Closed -$54.8K 1602
2024
Q3
$54.8K Buy
33,648
+4,708
+16% +$7.67K ﹤0.01% 1607
2024
Q2
$16.1K Sell
28,940
-4,353
-13% -$2.43K ﹤0.01% 1491
2024
Q1
$25.6K Sell
33,293
-2,376
-7% -$1.83K ﹤0.01% 1323
2023
Q4
$41.4K Sell
35,669
-12,648
-26% -$14.7K ﹤0.01% 1428
2023
Q3
$57.5K Sell
48,317
-4,035
-8% -$4.8K ﹤0.01% 1260
2023
Q2
$79.6K Buy
+52,352
New +$79.6K ﹤0.01% 1113