Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-733
Closed -$6.17K 2149
2024
Q2
$6.17K Sell
733
-543
-43% -$4.57K ﹤0.01% 1428
2024
Q1
$18.4K Buy
+1,276
New +$18.4K ﹤0.01% 926
2023
Q4
Hold
0
1618
2023
Q3
Sell
-1,012
Closed -$25.7K 1374
2023
Q2
$25.7K Buy
1,012
+643
+174% +$16.3K 0.01% 425
2023
Q1
$13.3K Sell
369
-273
-43% -$9.87K ﹤0.01% 709
2022
Q4
$25.4K Buy
+642
New +$25.4K 0.01% 212