Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,078
Closed -$123K 299
2024
Q2
$123K Buy
2,078
+10
+0.5% +$590 0.04% 147
2024
Q1
$142K Buy
2,068
+1,756
+563% +$121K 0.05% 141
2023
Q4
$25.3K Sell
312
-1,863
-86% -$151K 0.01% 188
2023
Q3
$140K Buy
2,175
+1,022
+89% +$66K 0.08% 126
2023
Q2
$97.6K Sell
1,153
-433
-27% -$36.6K 0.05% 144
2023
Q1
$177K Hold
1,586
0.11% 107
2022
Q4
$190K Buy
+1,586
New +$190K 0.12% 102