Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-111
Closed -$48.7K 483
2024
Q2
$48.7K Sell
111
-20
-15% -$8.78K 0.02% 231
2024
Q1
$60.8K Buy
131
+11
+9% +$5.11K 0.02% 186
2023
Q4
$49.3K Buy
120
+58
+94% +$23.8K 0.02% 202
2023
Q3
$23.1K Hold
62
0.01% 278
2023
Q2
$23.6K Hold
62
0.01% 298
2023
Q1
$22K Hold
62
0.03% 184
2022
Q4
$20.2K Buy
+62
New +$20.2K 0.01% 283