Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-136
Closed -$9.78K 868
2024
Q2
$9.78K Hold
136
﹤0.01% 618
2024
Q1
$9.59K Sell
136
-879
-87% -$62K ﹤0.01% 653
2023
Q4
$81.7K Sell
1,015
-533
-34% -$42.9K 0.03% 339
2023
Q3
$122K Sell
1,548
-19
-1% -$1.5K 0.04% 300
2023
Q2
$145K Sell
1,567
-171
-10% -$15.8K 0.04% 290
2023
Q1
$161K Sell
1,738
-150
-8% -$13.9K 0.05% 274
2022
Q4
$144K Buy
+1,888
New +$144K 0.04% 286