Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-193
Closed -$2.22K 1899
2024
Q3
$2.22K Sell
193
-1,512
-89% -$17.4K ﹤0.01% 1202
2024
Q2
$17K Sell
1,705
-151
-8% -$1.51K ﹤0.01% 729
2024
Q1
$21.8K Sell
1,856
-1
-0.1% -$12 ﹤0.01% 649
2023
Q4
$21.2K Sell
1,857
-241
-11% -$2.76K 0.01% 618
2023
Q3
$24.1K Hold
2,098
0.01% 508
2023
Q2
$24.4K Hold
2,098
0.01% 507
2023
Q1
$25K Hold
2,098
0.01% 489
2022
Q4
$20.7K Buy
2,098
+404
+24% +$3.99K 0.01% 537
2022
Q3
$15K Buy
+1,694
New +$15K ﹤0.01% 673