Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,548
Closed -$27.4K 2160
2024
Q2
$27.4K Hold
3,548
﹤0.01% 975
2024
Q1
$31.6K Hold
3,548
﹤0.01% 944
2023
Q4
$36.5K Hold
3,548
﹤0.01% 906
2023
Q3
$34.8K Hold
3,548
﹤0.01% 923
2023
Q2
$52K Hold
3,548
﹤0.01% 839
2023
Q1
$50.3K Hold
3,548
﹤0.01% 836
2022
Q4
$51K Hold
3,548
﹤0.01% 839
2022
Q3
$64K Hold
3,548
﹤0.01% 813
2022
Q2
$99K Sell
3,548
-927
-21% -$25.9K ﹤0.01% 756
2022
Q1
$226K Buy
4,475
+2,005
+81% +$101K ﹤0.01% 632
2021
Q4
$123K Buy
+2,470
New +$123K ﹤0.01% 767