Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,582
Closed -$28.4K 1030
2024
Q2
$28.4K Sell
11,582
-9,394
-45% -$23K ﹤0.01% 911
2024
Q1
$52.7K Buy
20,976
+10,176
+94% +$25.5K ﹤0.01% 992
2023
Q4
$38.7K Sell
10,800
-5,520
-34% -$19.8K 0.01% 476
2023
Q3
$55.2K Buy
16,320
+700
+4% +$2.37K 0.01% 496
2023
Q2
$62.5K Sell
15,620
-4,559
-23% -$18.2K 0.01% 499
2023
Q1
$157K Buy
+20,179
New +$157K 0.03% 447