Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,795
Closed -$54.4K 865
2024
Q3
$54.4K Sell
25,795
-4,810
-16% -$10.1K ﹤0.01% 815
2024
Q2
$78.7K Hold
30,605
﹤0.01% 798
2024
Q1
$68.1K Buy
30,605
+15,380
+101% +$34.2K ﹤0.01% 802
2023
Q4
$44.1K Hold
15,225
﹤0.01% 777
2023
Q3
$16.2K Buy
15,225
+2,376
+18% +$2.53K ﹤0.01% 765
2023
Q2
$18.9K Sell
12,849
-6,626
-34% -$9.75K ﹤0.01% 776
2023
Q1
$18.7K Hold
19,475
﹤0.01% 774
2022
Q4
$8.14K Hold
19,475
﹤0.01% 781
2022
Q3
$20K Hold
19,475
﹤0.01% 768
2022
Q2
$21K Buy
19,475
+9
+0% +$10 ﹤0.01% 794
2022
Q1
$73K Sell
19,466
-9
-0% -$34 ﹤0.01% 843
2021
Q4
$98K Buy
+19,475
New +$98K ﹤0.01% 834