Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$75.4K Sell
1,144
-45
-4% -$2.97K 0.02% 211
2024
Q2
$85.8K Sell
1,189
-25
-2% -$1.8K 0.02% 186
2024
Q1
$81.4K Sell
1,214
-175
-13% -$11.7K 0.02% 191
2023
Q4
$91.4K Buy
1,389
+99
+8% +$6.51K 0.02% 204
2023
Q3
$83.1K Hold
1,290
0.02% 203
2023
Q2
$77.9K Hold
1,290
0.02% 210
2023
Q1
$74.2K Sell
1,290
-194
-13% -$11.2K 0.02% 206
2022
Q4
$84.5K Sell
1,484
-249
-14% -$14.2K 0.02% 196
2022
Q3
$86K Sell
1,733
-120
-6% -$5.96K 0.02% 196
2022
Q2
$96K Hold
1,853
0.03% 194
2022
Q1
$101K Buy
+1,853
New +$101K 0.02% 191