Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10
Closed -$2.01K 879
2024
Q2
$2.01K Sell
10
-37
-79% -$7.44K ﹤0.01% 773
2024
Q1
$11.5K Sell
47
-55
-54% -$13.4K ﹤0.01% 625
2023
Q4
$22.1K Sell
102
-640
-86% -$139K 0.01% 522
2023
Q3
$154K Sell
742
-161
-18% -$33.5K 0.05% 274
2023
Q2
$194K Sell
903
-68
-7% -$14.6K 0.05% 251
2023
Q1
$224K Sell
971
-2
-0.2% -$462 0.06% 230
2022
Q4
$222K Buy
+973
New +$222K 0.06% 230