Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,272
Closed -$44.6K 436
2024
Q3
$44.6K Buy
18,272
+1,015
+6% +$2.48K ﹤0.01% 442
2024
Q2
$40.2K Buy
17,257
+4,602
+36% +$10.7K ﹤0.01% 437
2024
Q1
$31.4K Sell
12,655
-1,631
-11% -$4.05K ﹤0.01% 380
2023
Q4
$40K Buy
14,286
+3,051
+27% +$8.54K ﹤0.01% 347
2023
Q3
$29K Sell
11,235
-1,220
-10% -$3.15K ﹤0.01% 316
2023
Q2
$39.6K Sell
12,455
-7
-0.1% -$22 0.01% 315
2023
Q1
$35.1K Sell
12,462
-588
-5% -$1.66K 0.01% 304
2022
Q4
$35.5K Sell
13,050
-625
-5% -$1.7K 0.01% 292
2022
Q3
$39K Buy
13,675
+2,823
+26% +$8.05K 0.01% 249
2022
Q2
$32K Buy
+10,852
New +$32K 0.01% 256
2022
Q1
Sell
-12,369
Closed -$35K 266
2021
Q4
$35K Hold
12,369
﹤0.01% 268
2021
Q3
$34K Sell
12,369
-317
-2% -$871 ﹤0.01% 260
2021
Q2
$44K Sell
12,686
-1,357
-10% -$4.71K ﹤0.01% 267
2021
Q1
$38K Buy
+14,043
New +$38K ﹤0.01% 274