Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-270
Closed -$27.6K 671
2024
Q2
$27.6K Sell
270
-51
-16% -$5.21K 0.01% 459
2024
Q1
$28.4K Buy
321
+5
+2% +$443 0.01% 448
2023
Q4
$28.9K Buy
316
+4
+1% +$366 0.01% 442
2023
Q3
$24K Buy
312
+299
+2,300% +$23K 0.01% 451
2023
Q2
$1K Buy
+13
New +$1K ﹤0.01% 824
2022
Q4
$1K Hold
13
﹤0.01% 791
2022
Q3
$1K Sell
13
-610
-98% -$46.9K ﹤0.01% 796
2022
Q2
$67K Hold
623
0.04% 283
2022
Q1
$78K Buy
623
+12
+2% +$1.5K 0.04% 284
2021
Q4
$91K Buy
+611
New +$91K 0.05% 285