Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-493
Closed -$148K 342
2024
Q2
$148K Buy
493
+30
+6% +$9K 0.05% 131
2024
Q1
$134K Buy
463
+5
+1% +$1.45K 0.05% 122
2023
Q4
$116K Buy
458
+26
+6% +$6.58K 0.05% 126
2023
Q3
$114K Hold
432
0.05% 123
2023
Q2
$107K Buy
432
+367
+565% +$91K 0.04% 143
2023
Q1
$14.9K Sell
65
-363
-85% -$82.9K 0.02% 230
2022
Q4
$74.2K Buy
+428
New +$74.2K 0.03% 155