Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-390
Closed -$3K 3491
2024
Q2
$3K Sell
390
-2,141
-85% -$16.5K ﹤0.01% 3362
2024
Q1
$40K Buy
2,531
+1,252
+98% +$19.8K ﹤0.01% 3225
2023
Q4
$20K Buy
1,279
+934
+271% +$14.6K ﹤0.01% 3305
2023
Q3
$7K Buy
345
+3
+0.9% +$61 ﹤0.01% 3293
2023
Q2
$5K Hold
342
﹤0.01% 3242
2023
Q1
$5K Sell
342
-316
-48% -$4.62K ﹤0.01% 3105
2022
Q4
$8K Buy
658
+64
+11% +$778 ﹤0.01% 3080
2022
Q3
$11K Sell
594
-459
-44% -$8.5K ﹤0.01% 2921
2022
Q2
$23K Buy
1,053
+101
+11% +$2.21K ﹤0.01% 2916
2022
Q1
$29K Sell
952
-316
-25% -$9.63K ﹤0.01% 3052
2021
Q4
$57K Buy
+1,268
New +$57K ﹤0.01% 2949