Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-872
Closed -$13.8K 2045
2024
Q3
$13.8K Sell
872
-783
-47% -$12.4K ﹤0.01% 1187
2024
Q2
$30.2K Buy
1,655
+1,277
+338% +$23.3K 0.01% 892
2024
Q1
$6.23K Buy
+378
New +$6.23K ﹤0.01% 1245
2023
Q4
Sell
-3,431
Closed -$32.3K 1610
2023
Q3
$32.3K Buy
3,431
+3,002
+700% +$28.2K 0.01% 444
2023
Q2
$4.82K Buy
+429
New +$4.82K ﹤0.01% 919