Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-23,208
Closed -$107K 326
2024
Q2
$107K Sell
23,208
-6,758
-23% -$31.3K 0.01% 198
2024
Q1
$88.7K Sell
29,966
-25,442
-46% -$75.3K 0.01% 248
2023
Q4
$188K Buy
55,408
+44,980
+431% +$152K 0.04% 147
2023
Q3
$85.6K Buy
10,428
+4,672
+81% +$38.4K 0.01% 212
2023
Q2
$61.1K Buy
5,756
+3,117
+118% +$33.1K 0.01% 247
2023
Q1
$40K Buy
2,639
+1,505
+133% +$22.8K 0.01% 244
2022
Q4
$28.1K Sell
1,134
-826
-42% -$20.5K 0.01% 172
2022
Q3
$65K Sell
1,960
-997
-34% -$33.1K 0.01% 210
2022
Q2
$62K Buy
+2,957
New +$62K 0.01% 218