Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-865
Closed -$14.7K 688
2024
Q2
$14.7K Sell
865
-70
-7% -$1.19K 0.01% 389
2024
Q1
$16K Buy
935
+385
+70% +$6.6K 0.01% 341
2023
Q4
$10.4K Sell
550
-1,075
-66% -$20.4K ﹤0.01% 403
2023
Q3
$26.8K Hold
1,625
0.01% 252
2023
Q2
$29.3K Hold
1,625
0.01% 267
2023
Q1
$29.5K Hold
1,625
0.03% 151
2022
Q4
$24.8K Buy
+1,625
New +$24.8K 0.01% 262