Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-184
Closed -$46.9K 208
2024
Q2
$46.9K Buy
184
+47
+34% +$12K 0.02% 241
2024
Q1
$35.5K Buy
137
+20
+17% +$5.18K 0.01% 251
2023
Q4
$26.4K Hold
117
0.01% 269
2023
Q3
$24.4K Hold
117
0.01% 268
2023
Q2
$22.5K Buy
117
+18
+18% +$3.47K 0.01% 305
2023
Q1
$19.2K Hold
99
0.02% 200
2022
Q4
$21.8K Buy
+99
New +$21.8K 0.01% 277