Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,833
Closed -$48.1K 337
2024
Q2
$48.1K Hold
3,833
0.02% 234
2024
Q1
$50.9K Buy
3,833
+173
+5% +$2.3K 0.02% 205
2023
Q4
$44.6K Buy
3,660
+454
+14% +$5.53K 0.02% 210
2023
Q3
$39.8K Sell
3,206
-250
-7% -$3.11K 0.02% 218
2023
Q2
$52.3K Buy
3,456
+2,456
+246% +$37.2K 0.02% 209
2023
Q1
$12.6K Sell
1,000
-2,313
-70% -$29.1K 0.01% 242
2022
Q4
$38.5K Buy
+3,313
New +$38.5K 0.02% 218