Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,855
Closed -$40.1K 654
2024
Q2
$40.1K Sell
2,855
-142
-5% -$2K ﹤0.01% 603
2024
Q1
$61.5K Buy
2,997
+1,714
+134% +$35.2K ﹤0.01% 596
2023
Q4
$20K Buy
1,283
+6
+0.5% +$93 ﹤0.01% 561
2023
Q3
$25.8K Buy
1,277
+308
+32% +$6.22K ﹤0.01% 521
2023
Q2
$18.4K Sell
969
-335
-26% -$6.37K ﹤0.01% 542
2023
Q1
$19.1K Buy
1,304
+292
+29% +$4.27K ﹤0.01% 533
2022
Q4
$14.9K Sell
1,012
-293
-22% -$4.32K ﹤0.01% 453
2022
Q3
$24K Sell
1,305
-84
-6% -$1.55K ﹤0.01% 425
2022
Q2
$38K Buy
+1,389
New +$38K ﹤0.01% 461