Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-106
Closed -$58.9K 115
2024
Q2
$58.9K Sell
106
-4
-4% -$2.22K 0.02% 211
2024
Q1
$55.5K Sell
110
-2
-2% -$1.01K 0.02% 195
2023
Q4
$66.8K Sell
112
-53
-32% -$31.6K 0.03% 174
2023
Q3
$84.1K Hold
165
0.04% 157
2023
Q2
$80.7K Hold
165
0.03% 171
2023
Q1
$63.6K Buy
165
+15
+10% +$5.78K 0.07% 100
2022
Q4
$50.5K Buy
+150
New +$50.5K 0.02% 194