Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,487
Closed -$50.2K 300
2024
Q3
$50.2K Sell
11,487
-4,816
-30% -$21K ﹤0.01% 294
2024
Q2
$61.6K Buy
16,303
+29
+0.2% +$110 ﹤0.01% 293
2024
Q1
$57.6K Buy
16,274
+4,998
+44% +$17.7K ﹤0.01% 286
2023
Q4
$38.6K Hold
11,276
﹤0.01% 282
2023
Q3
$42.2K Hold
11,276
﹤0.01% 273
2023
Q2
$46.9K Sell
11,276
-2,081
-16% -$8.66K ﹤0.01% 275
2023
Q1
$65.6K Hold
13,357
﹤0.01% 271
2022
Q4
$62K Buy
13,357
+1,272
+11% +$5.9K ﹤0.01% 271
2022
Q3
$52K Hold
12,085
﹤0.01% 265
2022
Q2
$56K Hold
12,085
﹤0.01% 272
2022
Q1
$66K Sell
12,085
-1,582
-12% -$8.64K ﹤0.01% 282
2021
Q4
$85K Sell
13,667
-21
-0.2% -$131 ﹤0.01% 300
2021
Q3
$75K Buy
+13,688
New +$75K ﹤0.01% 297