Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-176
Closed -$8.48K 864
2024
Q2
$8.48K Hold
176
﹤0.01% 637
2024
Q1
$8.7K Sell
176
-789
-82% -$39K ﹤0.01% 670
2023
Q4
$43.4K Sell
965
-1,432
-60% -$64.5K 0.02% 434
2023
Q3
$113K Hold
2,397
0.03% 318
2023
Q2
$102K Sell
2,397
-320
-12% -$13.6K 0.03% 343
2023
Q1
$143K Buy
2,717
+26
+1% +$1.37K 0.04% 290
2022
Q4
$137K Buy
+2,691
New +$137K 0.04% 297