Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
3918
2024
Q3
Sell
-165
Closed -$17.2K 3834
2024
Q2
$17.2K Sell
165
-75
-31% -$7.84K ﹤0.01% 2672
2024
Q1
$29.4K Buy
240
+16
+7% +$1.96K ﹤0.01% 2487
2023
Q4
$39.7K Sell
224
-189
-46% -$33.5K ﹤0.01% 2301
2023
Q3
$74.2K Buy
413
+225
+120% +$40.4K ﹤0.01% 1949
2023
Q2
$43K Buy
+188
New +$43K ﹤0.01% 2131
2017
Q3
Sell
-12
Closed -$343 466
2017
Q2
$343 Buy
+12
New +$343 ﹤0.01% 1375