Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,593
Closed -$43.1K 966
2024
Q2
$43.1K Buy
17,593
+1,668
+10% +$4.09K ﹤0.01% 884
2024
Q1
$40K Hold
15,925
﹤0.01% 835
2023
Q4
$57K Sell
15,925
-180
-1% -$644 ﹤0.01% 772
2023
Q3
$54.4K Sell
16,105
-270
-2% -$913 ﹤0.01% 746
2023
Q2
$65.5K Sell
16,375
-90
-0.5% -$360 ﹤0.01% 711
2023
Q1
$128K Buy
16,465
+70
+0.4% +$545 ﹤0.01% 690
2022
Q4
$73.3K Buy
+16,395
New +$73.3K ﹤0.01% 665