Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,844
Closed -$27K 2704
2024
Q2
$27K Buy
3,844
+2,342
+156% +$16.5K ﹤0.01% 1730
2024
Q1
$8K Buy
+1,502
New +$8K ﹤0.01% 1969
2022
Q4
Sell
-95
Closed -$8K 2726
2022
Q3
$8K Sell
95
-34
-26% -$2.86K ﹤0.01% 2362
2022
Q2
$24K Buy
+129
New +$24K ﹤0.01% 2503
2022
Q1
Sell
-18
Closed -$11K 3331
2021
Q4
$11K Buy
+18
New +$11K ﹤0.01% 2723