Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-207
Closed -$46.3K 214
2024
Q2
$46.3K Buy
207
+40
+24% +$8.95K 0.02% 243
2024
Q1
$42.7K Sell
167
-74
-31% -$18.9K 0.02% 227
2023
Q4
$54.8K Buy
241
+114
+90% +$25.9K 0.02% 193
2023
Q3
$25.6K Sell
127
-15
-11% -$3.03K 0.01% 259
2023
Q2
$26.1K Hold
142
0.01% 282
2023
Q1
$27.7K Hold
142
0.03% 155
2022
Q4
$25.4K Buy
+142
New +$25.4K 0.01% 258