Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-541
Closed -$40.8K 550
2024
Q2
$40.8K Hold
541
0.02% 254
2024
Q1
$50.8K Buy
541
+30
+6% +$2.82K 0.02% 206
2023
Q4
$55.5K Sell
511
-69
-12% -$7.49K 0.02% 189
2023
Q3
$55.5K Hold
580
0.02% 191
2023
Q2
$64K Hold
580
0.03% 195
2023
Q1
$71.1K Sell
580
-518
-47% -$63.5K 0.08% 89
2022
Q4
$128K Buy
+1,098
New +$128K 0.06% 119