Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,320
Closed -$27.6K 235
2024
Q3
$27.6K Buy
+11,320
New +$27.6K 0.02% 200
2024
Q2
Sell
-11,645
Closed -$28.9K 246
2024
Q1
$28.9K Sell
11,645
-2,570
-18% -$6.37K 0.02% 191
2023
Q4
$41.9K Sell
14,215
-1,267
-8% -$3.74K 0.03% 193
2023
Q3
$39.9K Sell
15,482
-2,829
-15% -$7.3K 0.03% 173
2023
Q2
$58.2K Sell
18,311
-1,733
-9% -$5.51K 0.04% 175
2023
Q1
$56.5K Sell
20,044
-732
-4% -$2.06K 0.04% 165
2022
Q4
$57.9K Buy
+20,776
New +$57.9K 0.05% 133