Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
892
2024
Q2
Sell
-926
Closed -$18.1K 902
2024
Q1
$18.1K Hold
926
0.01% 555
2023
Q4
$18.8K Hold
926
0.01% 543
2023
Q3
$19.4K Sell
926
-179
-16% -$3.74K 0.01% 651
2023
Q2
$17.7K Buy
1,105
+144
+15% +$2.31K 0.01% 675
2023
Q1
$17.8K Sell
961
-237
-20% -$4.39K 0.01% 668
2022
Q4
$25K Buy
+1,198
New +$25K 0.01% 612