Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-63
Closed -$51.9K 468
2024
Q2
$51.9K Hold
63
0.02% 225
2024
Q1
$44K Hold
63
0.02% 222
2023
Q4
$36.6K Buy
63
+4
+7% +$2.33K 0.02% 230
2023
Q3
$27.1K Hold
59
0.01% 251
2023
Q2
$28.6K Hold
59
0.01% 271
2023
Q1
$23.6K Sell
59
-5
-8% -$2K 0.03% 173
2022
Q4
$24.1K Buy
+64
New +$24.1K 0.01% 266