Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$16.4K Buy
708
+144
+26% +$3.34K ﹤0.01% 613
2024
Q3
$19.6K Sell
564
-103
-15% -$3.58K ﹤0.01% 545
2024
Q2
$21.6K Buy
667
+101
+18% +$3.27K ﹤0.01% 610
2024
Q1
$19.2K Sell
566
-1,066
-65% -$36.2K ﹤0.01% 686
2023
Q4
$64.3K Sell
1,632
-781
-32% -$30.8K 0.02% 306
2023
Q3
$92.2K Buy
2,413
+635
+36% +$24.3K 0.02% 226
2023
Q2
$81.1K Buy
1,778
+897
+102% +$40.9K 0.02% 191
2023
Q1
$39.5K Buy
+881
New +$39.5K 0.01% 295