Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,624
Closed -$40.2K 260
2024
Q2
$40.2K Buy
10,624
+262
+3% +$990 0.01% 212
2024
Q1
$36.7K Buy
10,362
+216
+2% +$765 0.01% 202
2023
Q4
$34.7K Sell
10,146
-2,132
-17% -$7.29K 0.01% 192
2023
Q3
$45.9K Buy
12,278
+1,896
+18% +$7.09K 0.02% 180
2023
Q2
$43.2K Sell
10,382
-174
-2% -$724 0.01% 162
2023
Q1
$51.8K Sell
10,556
-362
-3% -$1.78K 0.02% 160
2022
Q4
$50.7K Buy
10,918
+319
+3% +$1.48K 0.02% 142
2022
Q3
$46K Sell
10,599
-656
-6% -$2.85K 0.02% 134
2022
Q2
$52K Buy
11,255
+928
+9% +$4.29K 0.02% 137
2022
Q1
$57K Sell
10,327
-210
-2% -$1.16K 0.02% 151
2021
Q4
$66K Hold
10,537
0.02% 149
2021
Q3
$58K Buy
+10,537
New +$58K 0.02% 149
2020
Q4
Sell
-18,765
Closed -$74K 164
2020
Q3
$74K Buy
+18,765
New +$74K 0.02% 161