Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,308
Closed -$47.2K 195
2024
Q2
$47.2K Sell
1,308
-239
-15% -$8.63K 0.02% 237
2024
Q1
$58.3K Sell
1,547
-101
-6% -$3.81K 0.02% 189
2023
Q4
$58.3K Buy
1,648
+275
+20% +$9.74K 0.02% 185
2023
Q3
$53.2K Hold
1,373
0.02% 195
2023
Q2
$48.5K Buy
1,373
+177
+15% +$6.25K 0.02% 215
2023
Q1
$45.4K Sell
1,196
-177
-13% -$6.72K 0.05% 117
2022
Q4
$48K Buy
+1,373
New +$48K 0.02% 198