Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-145
Closed -$45.5K 331
2024
Q2
$45.5K Buy
145
+2
+1% +$627 0.02% 245
2024
Q1
$44.7K Buy
143
+18
+14% +$5.63K 0.02% 219
2023
Q4
$30.1K Sell
125
-64
-34% -$15.4K 0.01% 249
2023
Q3
$40.3K Hold
189
0.02% 216
2023
Q2
$38K Hold
189
0.02% 236
2023
Q1
$32.4K Hold
189
0.04% 141
2022
Q4
$29.7K Buy
+189
New +$29.7K 0.01% 243