Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,235
Closed -$52.2K 3419
2024
Q3
$52.2K Sell
10,235
-133
-1% -$678 ﹤0.01% 3188
2024
Q2
$65.4K Buy
10,368
+59
+0.6% +$372 ﹤0.01% 3015
2024
Q1
$66.5K Sell
10,309
-315
-3% -$2.03K ﹤0.01% 2995
2023
Q4
$88.5K Buy
10,624
+500
+5% +$4.17K ﹤0.01% 2872
2023
Q3
$62.1K Sell
10,124
-708
-7% -$4.34K ﹤0.01% 2746
2023
Q2
$81.1K Sell
10,832
-959
-8% -$7.18K ﹤0.01% 2665
2023
Q1
$89K Buy
+11,791
New +$89K ﹤0.01% 2593