Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,759
Closed -$39.7K 511
2024
Q3
$39.7K Buy
3,759
+1,824
+94% +$19.3K 0.01% 299
2024
Q2
$24.3K Hold
1,935
0.01% 330
2024
Q1
$25.7K Hold
1,935
0.01% 345
2023
Q4
$23.6K Sell
1,935
-9,724
-83% -$119K 0.01% 336
2023
Q3
$145K Buy
11,659
+4,012
+52% +$49.8K 0.06% 171
2023
Q2
$116K Buy
7,647
+3,977
+108% +$60.2K 0.05% 113
2023
Q1
$46.2K Sell
3,670
-4,650
-56% -$58.6K 0.02% 161
2022
Q4
$96.8K Hold
8,320
0.05% 113
2022
Q3
$93K Hold
8,320
0.06% 109
2022
Q2
$93K Hold
8,320
0.07% 106
2022
Q1
$141K Hold
8,320
0.1% 82
2021
Q4
$173K Buy
+8,320
New +$173K 0.14% 69