Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,726
Closed -$44.3K 172
2024
Q2
$44.3K Sell
11,726
-707
-6% -$2.67K 0.01% 149
2024
Q1
$44K Sell
12,433
-1
-0% -$4 0.01% 151
2023
Q4
$42.5K Sell
12,434
-2,100
-14% -$7.18K 0.01% 147
2023
Q3
$54.4K Hold
14,534
0.01% 130
2023
Q2
$60.5K Buy
14,534
+2,150
+17% +$8.94K 0.01% 131
2023
Q1
$60.8K Hold
12,384
0.01% 121
2022
Q4
$57.5K Sell
12,384
-137
-1% -$636 0.01% 120
2022
Q3
$53K Hold
12,521
0.01% 111
2022
Q2
$58K Sell
12,521
-205
-2% -$950 0.01% 109
2022
Q1
$69K Hold
12,726
0.01% 109
2021
Q4
$79K Hold
12,726
0.02% 110
2021
Q3
$69K Buy
12,726
+2,000
+19% +$10.8K 0.01% 112
2021
Q2
$57K Buy
+10,726
New +$57K 0.01% 105