Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,975
Closed -$46.5K 4315
2024
Q2
$46.5K Buy
25,975
+44
+0.2% +$79 ﹤0.01% 4155
2024
Q1
$46.7K Buy
25,931
+275
+1% +$495 ﹤0.01% 4175
2023
Q4
$78.8K Buy
25,656
+1,892
+8% +$5.81K ﹤0.01% 4101
2023
Q3
$71.8K Buy
23,764
+770
+3% +$2.33K ﹤0.01% 4196
2023
Q2
$68.1K Buy
22,994
+891
+4% +$2.64K ﹤0.01% 4324
2023
Q1
$71.6K Buy
22,103
+2,013
+10% +$6.52K ﹤0.01% 4416
2022
Q4
$52.2K Buy
20,090
+2,101
+12% +$5.46K ﹤0.01% 4548
2022
Q3
$40K Buy
17,989
+990
+6% +$2.2K ﹤0.01% 4704
2022
Q2
$40K Sell
16,999
-132
-0.8% -$311 ﹤0.01% 4764
2022
Q1
$37K Buy
17,131
+2,497
+17% +$5.39K ﹤0.01% 4843
2021
Q4
$41K Sell
14,634
-66
-0.4% -$185 ﹤0.01% 4728
2021
Q3
$69K Buy
+14,700
New +$69K ﹤0.01% 4611