Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-778
Closed -$33.8K 413
2024
Q2
$33.8K Sell
778
-253
-25% -$11K 0.01% 285
2024
Q1
$40.6K Buy
1,031
+575
+126% +$22.6K 0.02% 234
2023
Q4
$18.5K Buy
456
+299
+190% +$12.1K 0.01% 315
2023
Q3
$6.2K Hold
157
﹤0.01% 473
2023
Q2
$6.22K Hold
157
﹤0.01% 513
2023
Q1
$5.36K Hold
157
0.01% 384
2022
Q4
$4.89K Buy
+157
New +$4.89K ﹤0.01% 528