Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-940
Closed -$70.8K 379
2024
Q2
$70.8K Hold
940
0.03% 278
2024
Q1
$88.3K Buy
940
+405
+76% +$38.1K 0.03% 250
2023
Q4
$58.1K Hold
535
0.02% 286
2023
Q3
$51.2K Buy
535
+25
+5% +$2.39K 0.03% 262
2023
Q2
$56.3K Buy
510
+75
+17% +$8.28K 0.05% 176
2023
Q1
$53.3K Hold
435
0.05% 165
2022
Q4
$50.9K Buy
435
+100
+30% +$11.7K 0.05% 173
2022
Q3
$27.8K Hold
335
0.03% 185
2022
Q2
$34.2K Buy
335
+95
+40% +$9.71K 0.04% 186
2022
Q1
$32.3K Sell
240
-30
-11% -$4.04K 0.03% 190
2021
Q4
$45K Buy
+270
New +$45K 0.05% 182