Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-156
Closed -$2.67K 433
2024
Q2
$2.67K Sell
156
-976
-86% -$16.7K ﹤0.01% 663
2024
Q1
$18.7K Buy
1,132
+628
+125% +$10.4K 0.01% 321
2023
Q4
$7.57K Sell
504
-333
-40% -$5K ﹤0.01% 456
2023
Q3
$11K Hold
837
﹤0.01% 374
2023
Q2
$11.3K Hold
837
﹤0.01% 398
2023
Q1
$9.94K Hold
837
0.01% 278
2022
Q4
$10.2K Buy
+837
New +$10.2K ﹤0.01% 387